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I think about this quote from Bret Victor all the time:
I've spent a lot of time over the years desperately trying to think of a "thing" to change the world. I now know why the search was fruitless -- things don't change the world. People change the world by using things. The focus must be on the "using", not the "thing".
A corollary is that the organizations that win in the Entrepreneurial Age are those who learn to harness that power that’s on the outside.
Nicolas Colin • Why Don't Uber Drivers Own Shares? Now They Could
Microsoft has 300M+ active Office 365 subscriptions where Loop would be included in that bundle. At an ARR per User of ~96 dollars, you are looking at a product that pumps out around $28.8B in high margin revenue a year. The division that houses Office 365 did $53B last year and 365 likely makes a higher portion than 54% of that total revenue so my... See more
Evan Armstrong • How Do You Compete with Free? Notion: the embattled artist
So you can be bullish on crypto’s future without being bullish on current crypto prices. For a simple analogy, Spotify and YouTube have greatly expanded music’s reach, but overall the price of recorded music has fallen, and many performers earn much less than did their peers in the LP era. Or consider the agriculture sector, defined broadly: It has... See more
Tyler Cowen • Bloomberg - Are you a robot?
Under value-based care, payers win financially when their members are engaged and receiving the right care, because that’s how they both drive membership AND limit costs. Patients are the winners.
Steve Hardgrove • The Disruptors, Part 1: DTC Insurance
While this has largely held true, they don’t have a lower cost of capital, which is critical to a banks revenue potential under their existing business models. As some of these companies are looking to go public there will be enhanced scrutiny on monetization which, we believe requires innovation on the business model to a subscription model.
John Street Capital • The (Neo) Bank Bundle & Transition to Subscription Revenue
With Portal, for the first time ever, they had a product that’s actually good on the merits — but it was held back. Purely by the Facebook brand! Imagine how annoying that must have been! I’m not saying you need to sympathize with Facebook or excuse their privacy violations in any way, but it’s just fascinating to consider.
Nathan Baschez • Not Found
Happiness is there when you remove the sense of something missing in your life.
Eric Jorgenson • Almanack of Naval Ravikant
“Looking at life from a different perspective makes you realize that it’s not the deer that is crossing the road, rather it’s the road that is crossing the forest.”
-Muhammad Ali