Archive - The Prdctnomics Newsletter

New Top Discussion

When running faster and faster keeps us in the same place

Sep 18, 2021

July 2021

The Sword of Damocles and equity investing

Jul 27, 2021

The successor to the internet

Jul 24, 2021

Geopolitics and Cyber, ML Compute, & Intangible Value Investing

Jul 2, 2021

April 2021

By 2030 we won’t ask why traditional banks are gone, we will wonder why they hadn’t disappeared years ago.

Apr 30, 2021

March 2021

Taking a market temperature check with Google Trends

Mar 7, 2021

February 2021

Imagine if the demand aggregators of today aggregated... everything.

Feb 17, 2021

Damn it feels good to be a platform.

Feb 16, 2021

January 2021

Part 3 of my investing mental models

Jan 25, 2021

November 2020

How I invest part 2: Investment moats and where to find them.

Nov 24, 2020

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…

Nov 8, 2020

July 2020

Social media is disintermediating legacy media, debundling individuals from organizations, and capturing the new value this provides more efficiently…

Jul 18, 2020

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