sari

Strong opinions, weakly held, are a cheap call option on information.

We are going to see the rise of new consumption habits, shift in bargaining power across the value chain, and eventually the rise of entirely new business models.

It is hard to call a market with 2.7 billion participants and annual spend of over $150B underrated. But despite its scale, the gaming market has only recently “graduated” from a mass market social norm perspective beyond something kids do when they should be studying or playing sports.

These numbers don’t just illustrate that the belief is global. They also show how we’re NOT allocating enough resources to question the limitations of our age-based, one-way, centralized education system.

With FOMO you create a high volume of applications.

Why’s Tesla creating a tequila? 66% of Ferrari’s revenue comes from merch. Wow!!

I think there’s an opportunity to do something similar for a business’ vendors, suppliers, and service providers. Which service or product does Shell or Egon Zehnder use as an internal learning management service? Which recruitment agencies does Unilever or Stripe use? Who does content marketing for Nvidia or Diageo? And so on. The above informatio... See more

And with the perfect confluence of 10X more users, 5X more time spent online, and the ability to connect behaviours, engagement & publishing sentiment across multiple devices – this gave Google & Facebook each an immense treasure trove of data on each of its users.