As the realm of virtual information complexifies, it is increasingly difficult to collectively experience, let alone agree on concrete descriptions of events. The platforms we use to communicate often lack archival affordances, optimizing instead for the nonstop production of new content. So context collapses and signifiers empty their meaning.... See more
The first thing he would notice is that crypto shortens the horizon on Original Bezos’ observation that, “in the long-term, there is never any misalignment between customer interest and shareholder interest.” In crypto, the customers can also be the owners from the earliest days. He might raise money directly from customers instead of (or in... See more
Both centralization advocates and privatization advocates accept as a central tenet that institutional change must come from outside and be imposed on the individuals affected. Despite sharing a faith in the necessity and efficacy of "the state" to change institutions so as to increase efficiency, the institutional changes they recommend could... See more
Things have accelerated massively on the distributed work front (obviously) and, per Gartner it seems many companies won't look back — 74% of CFOs expect to shift some workers remotely on a permanent basis. This inorganic acceleration has, however, come at a pretty significant price.
1/ Thread: $AMZN bear case from an $AMZN bull
I am long $AMZN. I have a separate thread in which I detailed why I am bullish.
But every stock has its bear case.
This thread is an attempt to lay out the bear case. Let's begin.
From the Kadama CEO’s POV, there are 2 approaches to defining a content strategy that’s worked for him: Posting weekly / monthly: Higher production quality videos that your audience expects – you know these videos come out less frequently, but will likely have cultural impact or effects. You may be building suspense around a series for example and... See more