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. While rent-seeking behavior is generally not…well received, rent-seeking behavior is a very natural and logical outcome when the conditions allow it. Most people … Continue reading Rents, Rents, Rents

The Only Two Business Models That Matter?

In recent years, the business and strategy world seems to have become increasingly fond of saying “there’s only two ways to make money: bundling and unbundling”. This phrase originally came from Jim Barksdale, the CEO of Netscape during Netscape’s IPO roadshow. And has been highly popularized by Netscape co-founder Marc Andreessen over the years. There’s … Continue reading The Only Two Business Models That Matter?

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