Everybody loves the convenience of ecommerce — and everybody loves complaining about the mountains of shipping packaging it creates. In that tension is our opportunity: eliminating single-use packaging that is expensive, cumbersome, and bad for the planet. We’ve done that by developing light, durable, easy-to-use bags and boxes to replace cardboard... See more
Anti-network effects sometimes incorporate network effects of their own, but are generally more deliberate, intelligent, and actively governed. They are designed with scarcity in mind and are not so easy to starve out. They have long horizons and think many steps ahead in time, and can be spatially intelligent across entire topologies.
There is a lot of excitement about traditional TV companies transitioning to streaming, but an unavoidable conclusion is that the streaming business is structurally much less profitable than traditional TV.
Balaji has a theory that cloud-based cultures are forming and superseding geographic cultures. That may be true, but it hasn't happened comprehensively yet. Finally, there's an issue of the local culture accepting foreigners. There's a saying that anybody can be an American, meaning that anyone can be a first-class citizen here, but not anybody can... See more