sari

There should be a better way to finance recurring revenue businesses.

Centralized structures can have virtues, such as enabling publics to focus their limited attention for oversight, or forming a power bloc capable of challenging less-accountable blocs that might emerge. Centralized structures that have earned widespread respect in recent centuries—including governments, corporations, and nonprofit... See more

Within the next three years, there will be 4x as many citizen developers as professional developers, creating half a billion business apps. As the market becomes more lucrative, the competition among tech giants heats up.

As such, my thesis is that a fiercely loyal community (more on this below) coupled with effective governance (more on what this means in a follow-up post) should lead to product/market fit emerging organically from within the community.

Everyone is enamored with ISA’s. I would say we have more experience with them at Lambda than anyone else. I’m not convinced that they are the final solution. They are unregulated, which allows local regulators to impose their own rules on you. There are also not a lot of buyers for unregulated securities. I would suggest that companies think about... See more

The assembly-line ordering system was useful in the early days of fast-casual: It comfortably introduced people to the concept, helped show that the food behind the glass was real and high quality, and captured attention when a line stretched out the door.

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