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