Metaverse, Digital Twins, and Experimentation

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 – Metaverse, Digital Twins, and Experimentation – 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 “Metaverse, Digital Twins, and Experimentation”

Tidbits #63 – Still Stuck in the Metaverse / Web3

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.

Maybe we’re all starting to wind down for the year…there isn’t much going on beyond a very narrow range of items centered around the concept of the Metaverse. Speaking of the Metaverse, there’s clearly a titanic struggle from several different groups for control of what comes next in tech / internet.… Read the rest “Tidbits #63 – Still Stuck in the Metaverse / Web3”

Tidbits #62 – Playing the Real Game, Metaverse Mania

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.


While lining up the articles below for this week’s edition, I am struck by how many different games are being played. People tend to discuss differences in strategy (whether personal, professional, or competitive), but strategy cannot be objectively evaluated without knowing the specific game that is being played.… Read the rest “Tidbits #62 – Playing the Real Game, Metaverse Mania”

Tidbits #61 – PAX, Booritos, Meta + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.

Happy Halloween πŸŽƒπŸŽƒπŸŽƒ

I wish I could carve a pumpkin like these!

Source: Parade

Source: Pinterest


πŸ—Ί Geopolitics

#1 Gen. Milley calls Chinese weapon test β€˜very concerning’

China recently conducted a β€œvery concerning” test of a hypersonic weapon system as part of its aggressive advance in space and military technologies, the top U.S.

Read the rest “Tidbits #61 – PAX, Booritos, Meta + More”

Tidbits #60 – Hypersonic Missiles, Cyberthreats, Trump SPAC’d, M1 Max, + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.

This edition is super packed…so I’ll skip the random opening thoughts and dive right in.


πŸ—Ί Geopolitics

#1 China conducted two hypersonic weapons tests this summer

The Chinese military conducted two hypersonic weapons tests over the summer, raising US concerns that Beijing is gaining ground in the race to develop a new generation of arms.

Read the rest “Tidbits #60 – Hypersonic Missiles, Cyberthreats, Trump SPAC’d, M1 Max, + More”

Tidbits #59 – Space Force, Taxes for the Digital Age, Tether?, Governance + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.


πŸ—Ί Geopolitics

#1 White House plans 30-country meeting on cyber crime and ransomware -official

Top U.S. national security advisers will gather officials from 30 countries this month with plans to combat the growing threat of ransomware and other cyber crime, President Joe Biden said on Friday.

Read the rest “Tidbits #59 – Space Force, Taxes for the Digital Age, Tether?, Governance + More”

Tidbits #58 – AI Machine Guns, Collapsing Supply Chains, TikTok + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.

How Comedians May Rule the World

Generally, I consider myself to be a fairly (long-term) optimistic person (but near-term realist). I’m generally more optimistic than almost anyone I meet or know.

Even with that starting disposition, the more I think about the sudden shocks from COVID-19, supply chain stress, and dramatic global geopolitical changes unseen in decades, the more I feel the need to tone down my medium-term optimism.… Read the rest “Tidbits #58 – AI Machine Guns, Collapsing Supply Chains, TikTok + More”

Cloudflare Aiming for the King

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”

Tidbits #57 – Babel-ing, Crackdowns, Reunifying Media + More

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Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.

Tower of Babel

Sorting through all the things happening around the world recently has become a challenge in coherence.

Although we all live on one world, increasingly it feels like we live on multiple worlds. Sometimes these worlds touch and intersect, and sometimes they do not.… Read the rest “Tidbits #57 – Babel-ing, Crackdowns, Reunifying Media + More”

Tidbits #56 – New Frontiers

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.

Less “news” in this edition, but a lot of thought-provoking think pieces that outline how society’s tectonic plates are shifting.

People are really thinking outside of the box!

Indeed a time for change. Perhaps COVID-19 has reminded us of how short life is, and there is never a better time to pursue ideas and dreams.… Read the rest “Tidbits #56 – New Frontiers”

Tidbits #55 – Cryptolending, Dark Content, Shopee, and Exponential Age + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.


πŸ‘» Cryptocurrencies + NFTs

#1 Bitcoin to Bucks: Crypto Fans Borrow to Buy Homes, Carsβ€”and More Crypto

Crypto enthusiasts such as Mr. Anderson are tapping their holdings to buy homes, cars and, often, more crypto. They are getting these loans from upstart nonbank lenders and automated, blockchain-based platforms.

Read the rest “Tidbits #55 – Cryptolending, Dark Content, Shopee, and Exponential Age + More”

Tidbits #54 – CryptoPunks, Quantified Self, India Tech, “I am Groot!” + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.

In Search of Power

The world has changed a lot in the last few decades.

The world has changed a lot in the last few centuries.

The world has changed a lot in the last few millennia.

But regardless of how the world changes – how people live, what they want – the thing that never changes is the quest for status and power.… Read the rest “Tidbits #54 – CryptoPunks, Quantified Self, India Tech, “I am Groot!” + More”

Tidbits #53 – Million Dollar Rocks, Invisible Rocks, Burn Burn BurnπŸ”₯πŸ”₯πŸ”₯! + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.


πŸ—Ί Geopolitics

#1 Intel Lands Pentagon Deal to Support Domestic Chip Making

Intel Corp. INTC 1.43% said it would provide commercial foundry services in the first phase of a broader Defense Department program that aims to build up domestic design and production of cutting-edge chips.

Read the rest “Tidbits #53 – Million Dollar Rocks, Invisible Rocks, Burn Burn BurnπŸ”₯πŸ”₯πŸ”₯! + More”

Tidbits #52 – Parkour Robots, Common Prosperity, Forgotten Heroes + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.


πŸ—Ί Geopolitics

#1 How Afghanistan’s Ghani Went From President to Villain in Hiding

relates to How Afghanistan’s Ghani Went From President to Villain in Hiding

β€œI had to move out of Afghanistan to prevent Kabul from bloodshed and destruction,” Ghani said in the video, adding that he left quickly with no belongings after security officials warned him that Taliban fighters wanted to execute them in the same way as former president Mohammad Najibullah, whose body was hanged from a traffic light by Taliban fighters in 1996. 

Read the rest “Tidbits #52 – Parkour Robots, Common Prosperity, Forgotten Heroes + More”

Tidbits #51 – Kabul…, The Future of Work, Concerts in the Cloud + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.

A Non-Linear World

One of the most important concepts I’ve come to learn about over the years is the non-linearity of the world we live in.

For financial types, you can see this when things compound. If something is growing at a consistent rate, the outcome is non-linear.… Read the rest “Tidbits #51 – Kabul…, The Future of Work, Concerts in the Cloud + More”

Tidbits #50 – Chips, Data, “Spiritual Opium” + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.


πŸ—Ί Geopolitics

#1 U.K. Considers Blocking Nvidia Takeover of Arm Over Security

The U.K. is considering blocking a takeover of Arm Ltd. by Nvidia Corp. due to potential risks to national security, according to people familiar with the discussions.

Read the rest “Tidbits #50 – Chips, Data, “Spiritual Opium” + More”

Tidbits #49 – China, China, China…Battle for the Metaverse, BTS, Japanese Toilets, and More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.


China Policy Direction and Impact on Capital Markets

In recent months, Chinese domestic policy actions have accelerated and seem to embed a sense of urgency.

While the Chinese government and regulators have taken actions in the past (e.g.… Read the rest “Tidbits #49 – China, China, China…Battle for the Metaverse, BTS, Japanese Toilets, and More”

Tidbits #48 – A New Thing Called Fiat, Netflix Becoming the Metaverse, Softbank’s Comeback + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.


πŸ€‘ Economics + Markets

#1 Ethereum Co-Founder Says Safety Concern Has Him Quitting Crypto

Anthony Di Iorio

β€œIt’s got a risk profile that I am not too enthused about,” said Di Iorio, who declined to disclose his cryptocurrency holdings or net worth.

Read the rest “Tidbits #48 – A New Thing Called Fiat, Netflix Becoming the Metaverse, Softbank’s Comeback + More”

Tidbits #47 – Didi Gets Pulled Over, Tech vs Govts, But All We Want to Do is…Shop!

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ» Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology.

This is a double issue due to the July 4th holiday last weekend.


πŸ—Ί Geopolitics

#1 130 countries sign on to global minimum tax plan, creating momentum for Biden push

The Biden administration claimed an important victory on Thursday in its drive for a global minimum corporate tax with an announcement from Paris that 130 countries had signed on to the plan.

Read the rest “Tidbits #47 – Didi Gets Pulled Over, Tech vs Govts, But All We Want to Do is…Shop!”

Tidbits #46 – Laws in a Digital World, Sneaky Fronts, Digital Reality + More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Summer is officially upon us. And we’re almost halfway through the year. Moving fast!

As always, thanks for reading. Hopefully this doesn’t take too much time away from the summer festivities. πŸ‹πŸΉπŸ–πŸ˜Ž


Laws in a Digital World

Before diving into our usual fare, let’s talk about Law.

One of the most under-discussed topics when it comes to technology and its impact and intersection with society is the implementation of laws.… Read the rest “Tidbits #46 – Laws in a Digital World, Sneaky Fronts, Digital Reality + More”

Why Tech Needs Low / No-Code

Yesterday I suggested capitalism and the need for growth would eventually lead tech to healthcare.

Tech companies already command a greater share of wallet / economy than probably any single industry has ever commanded in history.

In order to keep growing, the only options are:

1/ Keep finding new customers (which at this point is mostly international or very young or very old consumers),

2/ Get existing customers to buy existing products and services more frequently,

3/ Expand into new products and services,

4/ Raise prices.

Read the rest “Why Tech Needs Low / No-Code”

Tech, Healthcare, and Alignment of Interests

At a fundamental level, business and capitalism are pretty straightforward: You have a product or service that someone wants, and someone else has something you want. Trading products and services makes both of you better off.

Of course, you could just barter the products and services directly, but it’s easier to have a common form of accounting to smooth things over in the form of a currency.… Read the rest “Tech, Healthcare, and Alignment of Interests”

Tidbits #45 – Proxies, Titans, Games Games Everywhere + More

Hello, hello!

Have some stuff going on around the house today. Will keep it short and just dive right in.


πŸ—Ί Geopolitics

#1 Hackers Thrive in Putin’s Russia as U.S. Seeks New Strategy

Early in his rise to the pinnacle of Russian cybercrime, Maksim Yakubets, leader of one of the most successful hacking syndicates in the world, was asked if he was worried about being arrested.

Read the rest “Tidbits #45 – Proxies, Titans, Games Games Everywhere + More”

Tidbits #44 – The Empire Strikes Back + Metaverse, Mobility, and More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Yikes, this one is long…And this is after I cut out a bunch of other clippings I saved already!

In any case, hope it is enjoyable, and thanks for reading.


The Empire Strikes Back

Before jumping into our regular programming, one thing I think worth diving deeper into is what happens when the Empire strikes back.

We talk a lot about disruptive technology and market evolution around here.… Read the rest “Tidbits #44 – The Empire Strikes Back + Metaverse, Mobility, and More”

Tidbits #43 – Not “Arming the Rebels”, But “Spawning the Rebels”? + Capital Politics, Gucci Gardens, Doge and More

Hello, hello! πŸ‘‹πŸ»πŸ‘‹πŸ»

Hope everyone had an enjoyable Memorial Weekend last week.

Three day weekends are magical. We need more of them. In our modern, hyper-speed society, it’s very hard for me to keep up. Three day weekends always seem like those much-needed moments where I get to come up for air after holding my breath underwater for a while.

It’s also a great time to think.… Read the rest “Tidbits #43 – Not “Arming the Rebels”, But “Spawning the Rebels”? + Capital Politics, Gucci Gardens, Doge and More”

Tidbits #42 – A Globalized E-Commerce Market + More

Hello friends! Welcome to another edition of Tidbits.

Summer is almost upon us. Life is starting to return to normal. And the world is healing. All is right with the world!

While businesses and communities are starting to reopen, I can’t help but feel that a lot that has changed will remain changed.

One of the biggest changes is how we shop.… Read the rest “Tidbits #42 – A Globalized E-Commerce Market + More”

Tidbits #41 – “Everything is Everything” + More

Hello friends! πŸ‘‹πŸ»πŸ‘‹πŸ»

Hope everyone is doing well. Markets are volatile, but hopefully your personal life is starting to return to some semblance of normal.

I’m pretty excited about this edition of Tidbits and to discuss how “everything is becoming everything”. I’ve written a lot over the last few years about mostly convergence in almost all areas I can think about.… Read the rest “Tidbits #41 – “Everything is Everything” + More”

The Only Two Business Models That Matter?

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 β€œlandlord”, and why you want to own it anyway as a hedge.Read the rest “The Only Two Business Models That Matter?”