Investing notes. Business, technology, and strategy. In search of long-term business compounders.
This is Part 4.
In Part 1 – The Truth About Money – We discuss the properties of Money and explore why Money should be considered debt.
In Part 2 – The Death of Capitalism and the Rebirth of Religion – We discuss how society is rejecting the long-established rules around Money (and Capitalism) and why that will usher in a new era of Religion.… Read the rest “The Issues With Capitalism”
This is Part 2.
In Part 1 – The Truth About Money – We discuss the properties of Money and explore why Money should be considered debt.
In Part 2 – The Death of Capitalism and the Rebirth of Religion – We discuss how society is rejecting the long-established rules around Money (and Capitalism) and why that will usher in a new era of Religion.… Read the rest “The Death of Capitalism and The Rebirth of Religion”
This is Part 1.
In Part 1 – The Truth About Money – We discuss the properties of Money and explore why Money should be considered debt.
In Part 2 – The Death of Capitalism and the Rebirth of Religion – We discuss how society is rejecting the long-established rules around Money (and Capitalism) and why that will usher in a new era of Religion.… Read the rest “The Truth About Money”
This is Part 2.
In Part 1 – Competition, Experimentation, and Progress – I discuss why the positive benefits of technological and societal Progress alone are not enough to encourage people to pursue it, why Competition and Experimentation are both necessary to create Progress, and how to look for areas of potential Progress in the coming years.
In Part 2 – How the Metaverse and Digital Twins Can Accelerate Innovation – I discuss the the potentially transformative power of the metaverse and digital twins, and why societies and companies that successfully harness this technology could see rapid periods of Progress.… Read the rest “How the Metaverse and Digital Twins Can Accelerate Innovation”
This is Part 1.
In Part 1 – Competition, Experimentation, and Progress – I discuss why the positive benefits of technological and societal Progress alone are not enough to encourage people to pursue it, why Competition and Experimentation are both necessary to create Progress, and how to look for areas of potential Progress in the coming years.
In Part 2 – How the Metaverse and Digital Twins Can Accelerate Innovation – I discuss the the potentially transformative power of the metaverse and digital twins, and why societies and companies that successfully harness this technology could see rapid periods of Progress.… Read the rest “Competition, Experimentation, and Progress”
You come at the king, you best not miss.
Omar Little, The Wire
So in war, the way is to avoid what is strong, and strike at what is weak.
Sun Tzu, The Art of War
Almost two years ago, Capital Flywheels added Cloudflare to the Paper Portfolio shortly after Cloudflare’s IPO. For a while, the market overlooked Cloudflare and largely assumed Cloudflare to be fairly undifferentiated vs other CDN companies like Fastly and Akamai.… Read the rest “Cloudflare Aiming for the King”
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 Coming “Closed Loop” discusses Square’s acquisition of Afterpay…and why BNPL is a credible threat to the current payment network landscape.… Read the rest “How Shifting Consumer Preferences Could Threaten “Buy Now, Pay Later””
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 a leap of faith for the average person.… Read the rest “How 3D Printing Threatens Amazon…and What That Can Teach Us About the Power of mRNA”
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 you want to own it anyway as a hedge.… Read the rest “It’s All the Same”
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 you want to own it anyway as a hedge.… Read the rest “Rents, Rents, Rents”
This is Part 1.
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 you want to own it anyway as a hedge.… Read the rest “The Only Two Business Models That Matter?”
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 our lives by 2019.
And what makes that proclamation even more incredible was how out of consensus that view was when it was written in 2011.… Read the rest “Gaming is Eating the World and How Gaming Can Can Restore Trust in Society”
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) of the 21st Century” discusses how technology has eclipsed geography as the most important factor in geopolitics…and why this could potentially shift geopolitical competition from “country vs country” to “country vs tech”.… Read the rest “Reshuffling the Geopolitical Deck / How Technology Resets the World”