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The bundle no longer makes sense. In fact, it no longer exists. The few services that still require interaction with people of different classes are now governed by apps and algorithms. It is no longer necessary to get along with people or to be nice to them. You click on an app, someone delivers something, and you decide whether to add a tip witho... See more

MZ: I think that it all kind of fits together as one platform, but I’ve been more optimistic about virtual reality than most other people have. I think in the tech industry, there’s been this view that VR is sort of an entrée to this, but really augmented reality is going to be the big thing. I’ve always been a little more balanced on that, where I... See more

This is the first step of the Pipe thesis: the revenue contract is the atomic unit. It’s the closest thing there is to revenue itself, and the smallest possible black box you can trade

As we enter the next decade, however, consumer acceptance of new financial products & services will continue to grow, leaving new demographics open to new products & services. This would have been true regardless, but it seems clear that the COVID-19 pandemic has accelerated this opportunity.

I think success will be creating a vibrant community, particularly of creators, because I do think this sort of public space is really, even more than most other types of social networks, a place where a small number of people produce most of the content that most everyone consumes. So I think it’s really about creators more than it is about averag... See more

More than 90% of the population lives within 5 miles of a pharmacy. There are about 327K pharmacists in the US and 486K total primary care providers (internal medicine, family medicine, pediatrics, etc.). Medicare beneficiaries, who are more likely to be on a recurring medication, see the pharmacist twice as often as their primary care physician. T... See more