How Shifting Consumer Preferences Could Threaten “Buy Now, Pay Later”

This is part of an on-going series exploring the “buy now, pay later” (BNPL) space. Part 1 “Buy Now Pay Later” and What Might Be Coming Next discusses why BNPL adoption is likely to surprise to the upside…and why BNPL must ultimately merge with commerce to survive. Part 2 “Buy Now, Pay Later” and the … Continue reading How Shifting Consumer Preferences Could Threaten “Buy Now, Pay Later”

How 3D Printing Threatens Amazon…and What That Can Teach Us About the Power of mRNA

The power of mRNA technology to truly transform society in the coming years can be a bit hard to understand. We can already see the importance of mRNA tech / vaccines in our daily lives because of how central it is for combating COVID-19, but understanding its potential beyond COVID-19 likely takes a bit of … Continue reading How 3D Printing Threatens Amazon…and What That Can Teach Us About the Power of mRNA

It’s All the Same

This is Part 3. In Part 1, I discuss why rents vs tolls is an increasingly relevant and powerful descriptor of business models (from a revenue generation perspective) and why it matters. In Part 2, I discuss the conditions that allow for the rise of rents, why technology is becoming the new “landlord”, and why … Continue reading It’s All the Same

Rents, Rents, Rents

This is Part 2. In Part 1, I discuss why rents vs tolls is an increasingly relevant and powerful descriptor of business models (from a revenue generation perspective) and why it matters. In Part 2, I discuss the conditions that allow for the rise of rents, why technology is becoming the new “landlord”, and why … Continue reading Rents, Rents, Rents

Gaming is Eating the World and How Gaming Can Can Restore Trust in Society

Almost exactly a decade ago, Marc Andreessen famously proclaimed: Software is eating the world. Source: A16Z With hindsight, it’s clear Marc Andreessen was not just right, he was absolutely right. Even before considering the proliferation of software in 2020 in a COVID-driven world, software was already well on its way to dominating most aspects of … Continue reading Gaming is Eating the World and How Gaming Can Can Restore Trust in Society

Reshuffling the Geopolitical Deck / How Technology Resets the World

This post is part of a series. Part 1 – “The Coming Economic (R)Evolution” discusses the rise of technology and the creation of digital businesses that no longer need labor or capital…and why understanding their impact on the economy is necessary to navigate the shifting investment landscape in the coming decades. Part 2 – “Empire(s) … Continue reading Reshuffling the Geopolitical Deck / How Technology Resets the World