sari

The purpose of a Walled Garden is to sell owned-and-operated ad inventory that directs users to non-owned destinations. The purpose of a Content Fortress is to sell owned-and-operated ad inventory that directs users to content hosted by the Content Fortress — either content that it owns itself or third-party content that it has subsumed onto its pl... See more

The user experience around new stuff always sucks and who wants to play a game with a shitty UI? It is also hard to take on the existing social nets. Why would someone with a million followers on Instagram or TikTok or Twitter leave those behind for a new social net? So the existing incumbents are the defensive line. They look impenetrable. Until t... See more

Prior to COVID, edtech companies largely sold to schools, with mixed results. There are many reasons the B2B model didn’t penetrate—a misalignment of stakeholders (not to mention the many degrees of separation between the buyers and the actual teachers), dispersed financial decision-makers, and long sales cycles among them. But the primary reason s... See more

I find myself all the time without a great piece of content to consume. And the demand-supply thing just hasn't reached an equilibrium yet, maybe it never will. And audio is unique in the sense that it is at least 10 times easier to create an unbelievable hour of audio for me, and my format's interview, interviewing someone great like David. That e... See more

"A very significant part of my philosophy has to do with managing your psychology. Markets are about the psychology of others. When are they panicking? When are they greedy? But you have those same flaws or those same potential flaws, and managing your portfolio in a way that doesn't leave you where you're panicking or overexposed to greed. If you ... See more

So the real argument for crypto, and more broadly decentralization, is not that centralized systems are broken. Or that the current business models of the internet are not working. Because, in fact, they are for most consumers and many tens of thousands of creators. It’s that they are so functional that only a radical redistribution of control and ... See more

Success has a nasty tendency to increase confidence more than ability. The longer it lasts, and the more it was tied to some degree of serendipity, the truer that becomes.