1/ I see a lot of ppl starting education businesses these days, whether they want to or not, and whether they call it that or not Here's the best 4x4 for thinking about the online education landscape I've found so far

@mckaywrigley I have a bunch of questions I ask. What would you build for yourself? What did previous companies you've worked for need? What are you an expert in? What have you noticed recently that seemed broken? If you were going to build something just for fun, what would it be?

1/ Thread: The role of intangibles in valuation I feel like a broken record, but @mjmauboussin and Dan Callahan recently published another intriguing piece titled "One Job". What is "One Job"? To take advantage of gaps between expectations and fundamentals. But first a quiz.

Why now? If you're a founder, you've heard his question from investors again and again. But how essential is it to have a strong "why now", and why does it even matter? After studying the why now's of dozens of companies, here's what I've learned 🧵👇

Now that restaurants are mostly open again - * Let's talk about the right way to book them * This is a more complicated subject than one might think (warning: long thread). And a frustrating one for both diners and restaurant owners. And me! Because, well, we've studied it /1

1/ Three years ago, I thought NFTs were going to bring mainstream adoption to crypto. And they did (kinda), but they also didn't provide anything other than speculation. I wanted to highlight a few random reasons why, and how we might get to real mainstream adoption. 🧵

For media companies, the App Store is a tollbooth to reach their existing audience. The 30% tax is not sustainable and it was bound to break. New @ScreenshotEssay: Epic, Media Companies, and the App Store as a Dumb Pipe