sari

You wouldn’t think flair is useful to a value investor. But it’s important to see things your own way. To have a unique take on the investment universe. To sift through thousands and thousands of options without generating a wish list that matches everybody else’s.

The optimists say, “some new need for labor always pops up” (as it did in manufacturing between 1920 and, say, 1970). But (a) you can’t see much sign of that in the tech-based industries that are on the rise – they’re just not labor-intensive – and (b) the workers that technological industries require are generally better educated than those cut ad... See more

Here is probably where everything starts: ad-driven platforms (Facebook, Instagram, Youtube) only reward top creators. Mid and small-size creators are left out - no matter how engaged their audience is. Long story short, mid and small-size creators desperately need new tools to engage and monetize their community.

it’s utterly impossible for an algorithmic video-sharing website like TikTok to be a “town square” in the same sense that Twitter was supposed to be. There are all sorts of McLuhan-esque reasons for this: text as a medium is much faster to read, the reply and quote tweet function is what makes Twitter dialogic, its focus on text makes verbal wit th... See more

The Virtual Economy will provide an opportunity for people to smooth or augment their real-world income through a non-native economic system. This has profound implications for global wealth and income inequality.

- They instill trust.

Build a SaaS for your audience. Jane Portman has Userlist. Paul Jarvis has Fathom Analytics. Justin Jackson has Transistor.fm. Audience-first works.

crypto will unlock a paradigm shift in gaming. Though it’s still unclear what exactly that shift will look like, I believe that, in the short term, we’ll see earn-first crypto games like Axie and Zed Run create a black hole by onboarding players using financial incentives. Supplementing this growth will be guilds and DAOs on the periphery. In the m... See more