When running faster and faster keeps us in the same place
1
The Sword of Damocles and equity investing
2
The successor to the internet
3
1
Geopolitics and Cyber, ML Compute, & Intangible Value Investing
1
By 2030 we won’t ask why traditional banks are gone, we will wonder why they hadn’t disappeared years ago.
1
Taking a market temperature check with Google Trends
Imagine if the demand aggregators of today aggregated... everything.
Damn it feels good to be a platform. 
2
Part 3 of my investing mental models
2
1
How I invest part 2: Investment moats and where to find them.
3
2
Learning from some of the best minds in business about what long term compounders of capital look like. Part 1 is on Peter Thiel's lecture "Competition…
1
Social media is disintermediating legacy media, debundling individuals from organizations, and capturing the new value this provides more efficiently…
2