sari

Just as the internet and web browser unlocked the previous shift, the new ease of embedding payments, lending, and other financial products will allow industry-specific software platforms (Vertical SaaS) to destroy multi-market/horizontal solutions like Salesforce. Ever smaller niches will be able to sustain venture-scale software companies because... See more

Computers now do much of what kids are being taught to do in school

Once upon a time, $FB was the 5th fastest growing social network, and yet it came out on top. Two things made it possible: User Generated Content (UGC), and Real Identities.

Early in my career, I was also the guy who kept up with ten different industries so I wouldn’t have to define myself by any single one of them. But recently, my values have started to change. I now want multi-decade friendships and a professional life where I can build things that compound in value at an exponential rate; I want a place I call home... See more

While Zoom, Teams and others focused on building teleconferencing features — breakout rooms, Q&A, integration with work tools, transcripts, that sort of thing — Discord has continued drilling down on quality and latency.

Putting talent at the center of its business opens up entirely new opportunities for media companies when the core asset and value is attributed to the individual. The new line of business now becomes somewhat inverted: instead of everything being limited to under a brand halo where advertisers buy on the brand and consumers subscribe to the brand,... See more

In this experiment, we break away from this paradigm, and present Wikigraph. While a “search engine” returns a ranked list of results, Wikigraph returns the most relevant sub-graph of pages. Such an application we term an “exploration engine.”

Lessons from crypto (from my investing journal)