Tidbits #39

Hello, hello!

Here’s what I found interesting recently.

Thanks for reading.


🗺 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 fall under digital currency, presumably one that’s electronic form that China envisions is one that can be monitored even more granularly the way they’re being monitored currently.

Read the rest “Tidbits #39”

Tidbits #35 – Semis, NFTs, Media, and More

I’m sure you already know the market had a crazy week. Maybe it’s tech (and frothy valuations). Maybe it’s interest rates. Maybe it’s ARK Invest?

Who knows.

What I know is that there are a lot of tech / tech-like things going up like rockets 🚀🚀🚀 that do not and are very unlikely to eventually have tech-like economics (e.g. EVs). If I’m proven wrong, great!… Read the rest “Tidbits #35 – Semis, NFTs, Media, and More”

Tidbits #32 – The World Continues to Spin

Hi, friends. 👋🏻👋🏻

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 bit of your time to hear what I have to say.… Read the rest “Tidbits #32 – The World Continues to Spin”

Tidbits #16 – Skipping the Elephant in the Room

I sensed October was going to get really crazy, but it got crazy, faster than I thought. You know what I’m talking about. Since the whole world already knows what happened yesterday, I’m just going to skip mentioning the elephant in the room because you and I know I have no useful commentary to add there at all.

Let’s see how well I can take your mind off of that topic and onto other things.… Read the rest “Tidbits #16 – Skipping the Elephant in the Room”

Tidbits #8 – Eyes on Facebook

Just two weeks ago, Tidbits #6 – Shopping Edition highlighted shifts in e-commerce because of COVID19 driven by players like Shopify and Pinterest. Capital Flywheels speculated Facebook as a potential wildcard, and we did not have to wait long to see what Facebook is up to. Very, very exciting.

In a similar vein, in Tidbits #7 – Strong Balance Sheets in Motion, Capital Flywheels commented that Zuckerberg is an underestimated operator.… Read the rest “Tidbits #8 – Eyes on Facebook”

Tidbits #6 – Shopping Edition

Assuming I am not that far from average, COVID19 has very likely changed our collective behaviors in a very big way.

Probably more Netflix. Probably more Zoom / video conferencing for work. Maybe some more gaming through console, PC, or mobile. And probably a lot of online shopping.

Over the last few days / weeks there has been an incredible shift in the ecommerce and omnichannel landscape.… Read the rest “Tidbits #6 – Shopping Edition”

Tidbits #5

Starbucks – After decades championing “the third place“, Starbucks has been experimenting with newer store formats. Initially the company moved upmarket with their Reserve/Roastery formats. This one is from the Seattle location:

Seattle Reserve Small Roastery

While the move upmarket feels quite natural for a company that has focused so heavily on building a well-recognized and beloved brand, the recent experimentations with smaller, more convenient stores is an interesting one:

Starbucks Pick Up Store

What’s interesting is that Starbucks is experimenting with these smaller stores after having been outgrown by an aggressive Chinese competitor named Luckin.… Read the rest “Tidbits #5”