Een economisch eindejaarsverhaal aan de hand van twee gemene vragen (1/2)
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Een economisch eindejaarsverhaal aan de hand van twee gemene vragen (1/2)
There are many, many questions here. How do you fund this and incentivize contribution? Does this have a business model that can work? Who is the customer that wants this at scale? How is this different from many media startups today (like Axios or TheInformation)?
Sriram Krishnan • Whimsical ideas for 2020 - Part 2
When I was jotting down notes for this piece I started listing out all the best observable reasons 2026 could be a bad year.
- the labor market is weakening
- AI capex can’t continue at this rate and is propping up the market
- stocks are expensive and multiples will contract
- private credit boogeyman
- inflation returns
Déjà Vu All Over Again
End of a Cycle
The recent historically long market expansion began with the recovery from the 2008 global financial crisis – and its inevitable end seems to have arrived via virus. Your impression of these high times might vary. You might remember the period for austerity, the Arab Spring, Trump, Brexit, Yellow Vests, the rise of the far right,... See more
The recent historically long market expansion began with the recovery from the 2008 global financial crisis – and its inevitable end seems to have arrived via virus. Your impression of these high times might vary. You might remember the period for austerity, the Arab Spring, Trump, Brexit, Yellow Vests, the rise of the far right,... See more