The Sword of Damocles and equity investing
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Part 3 of my investing mental models
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How I invest part 2: Investment moats and where to find them.
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By 2030 we won’t ask why traditional banks are gone, we will wonder why they hadn’t disappeared years ago.
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The successor to the internet
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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…
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Damn it feels good to be a platform. 
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When running faster and faster keeps us in the same place
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Breaking down one of the most overused terms in tech
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Social media is disintermediating legacy media, debundling individuals from organizations, and capturing the new value this provides more efficiently…
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Imagine if the demand aggregators of today aggregated... everything.
Geopolitics and Cyber, ML Compute, & Intangible Value Investing
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