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2. Connections between different apps & automation of experiences

In this paper, I will try to explain why I believe Snap is structured to win the social media war over the long term. I will also highlight the three key secret weapons around Snap’s vision to become the main connector between our physical and our digital world: (i) hardware with Spectacles, (ii) Augmented Reality capabilities, (iii) map capabiliti... See more

I’ve seen a lot of new patient communities pop-up recently. I think it’s the combination of communities being the hot topic in VC land, the idea that communities provide some sort of defensibility for a product, and the fact that everyone is online now and exploring new parts of the internet.

Rule of 3 in conversation. To get to the real reason, ask a person to go deeper than what they just said. Then again, and once more. The third time’s answer is close to the truth.”

2. National currencies will face digital monetary competition: We are about to enter an age of global monetary competition, where national currencies must earn their place in someone’s wallet portfolio every hour of every day, even among citizens of their own countries. The digital version of the Japanese yen will be plunged into head-to-head globa... See more