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 … Continue reading 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 β€œIt’s got a risk profile that I am not too enthused about,” said Di Iorio, who declined to … Continue reading 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 … Continue reading 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 … Continue reading Tidbits #46 – Laws in a Digital World, Sneaky Fronts, Digital Reality + 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 … Continue reading 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 … Continue reading Tidbits #43 – Not “Arming the Rebels”, But “Spawning the Rebels”? + Capital Politics, Gucci Gardens, Doge and 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 … Continue reading Tidbits #41 – “Everything is Everything” + More

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 β€œlandlord”, 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 β€œthere’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?

The Future of Identity?

What’s amazing about the last 20 years is how many (mostly tech) companies have pursued utterly ambitious visions…bordering on the impossible…and succeeded! Apple with their vision of technology made for humans. Tesla + SpaceX with their visions for saving the world through electrification of cars and reusable rockets (and off-Earth colonies…though this last part is … Continue reading The Future of Identity?

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

Tidbits #39

Hello, hello! Here’s what I found interesting recently. Thanks for reading. πŸ—Ί Geopolitics #1 Peter Thiel- “I do wonder whether at this point Bitcoin should also be thought in part of as a Chinese financial weapon against the U.S.” Peter Thiel: Well, you know, I think there’s sort of a lot of different things that … Continue reading Tidbits #39

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

Tidbits #36 – New Business Surge, Changing Date Nights, and a Whole New Reality

Hello, hello! πŸ‘‹πŸ» Here’s what I found interesting recently. πŸ—Ί Geopolitics #1 Microsoft Attack Blamed on China Morphs Into Global Crisis A sophisticated attack on Microsoft Corp.’s widely used business email software is morphing into a global cybersecurity crisis, as hackers race to infect as many victims as possible before companies can secure their computer systems. … Continue reading Tidbits #36 – New Business Surge, Changing Date Nights, and a Whole New Reality

NFTs, Art, and Tech

So…a piece of digital art was just successfully auctioned by the venerable auction house, Christie’s, for $69 million. You may have heard! Christie’s (and Sotheby’s) are serious places. Only serious art – art that has been carefully vetted in terms of provenance and authenticity – gets through those doors. So, that certainly imparts some credibility … Continue reading NFTs, Art, and Tech

Tidbits #34

Hi, friends. πŸ‘‹πŸ»πŸ‘‹πŸ» What a week! Not only were markets extremely volatile, many companies and industries continue to undergo fascinating change. Major change is coming in the media space if Snap, Twitter, and Spotify’s recent investor / product presentations were any indication. And beyond that…the boom in NFTs (non-fungible [crypto]tokens) is wild in its own … Continue reading Tidbits #34

Tidbits #32 – The World Continues to Spin

Hi, friends. πŸ‘‹πŸ»πŸ‘‹πŸ» Hope you’re all enjoying the long weekend. If you have a significant other, hopefully you were able to do / enjoy something nice together for Valentine’s Day. For all my Asian readers, happy lunar new year! And for all my American readers, happy President’s Day! As always, thanks for sharing a little … Continue reading Tidbits #32 – The World Continues to Spin

Tidbits #31

🎭 Society In light of the impact that tech is having on society, this article seems like a good place to start the discussion. What’s amazing is that these concerns have been going on for a very long time, and yet we are no closer to knowing the answer on whether our lives are better … Continue reading Tidbits #31

The Band-Aid / Finance’s “Disinformation Moment”

Well that GameStop problem didn’t take long to provoke a reaction. I thought it would be a few more days before I have anything interesting to say…but, on the other hand, the GameStop “problem” didn’t even exist a few days ago… So things were and are, definitely, evolving quickly. The financial system responded aggressively this … Continue reading The Band-Aid / Finance’s “Disinformation Moment”

Tidbits #30

Hello, hello! πŸ‘‹πŸ» πŸ‘‹πŸ» Thanks for reading. A little longer than usual, but I hope you have as much fun reading it as I did writing it. If you can’t get through all of it, please at least check out #20! It’s awesome. I guarantee it. πŸ—Ί Geopolitics #1 Twitter Locks Out Chinese Embassy in … Continue reading Tidbits #30