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Digital Minimalism: A philosophy of technology use in which you focus your online time on a small number of carefully selected and optimized activities that strongly support things you value, and then happily miss out on everything else.

This is reflective of a broader trend—artists want direct ownership over the relationship with their fans, and to be compensated based on how these fans interact with their music. Case in point: SoundCloud’s recent foray into ‘fan-centric’ payouts, Deezer’s continued experimentation with user-centric payout models, and the ongoing parliamentary inq... See more

Contextual advertising will become a noticeable part of the online grocery experience, too, giving brands a chance to introduce themselves and their products, and giving online grocers another revenue stream. Instacart has been building out an advertising business, and I’d be shocked if Amazon didn’t eventually introduce advertising to its grocery ... See more

Because of their marginal costs, atom-based businesses have a greater lock-in effect and thus defensibility.

Bitcoin mining can even utilize waste flare gas; the question is how to do this at scale?

Instead, value intangible assets even if the company doesn’t. How much is Lululemon’s brand worth? How much are Facebook’s network effects worth? How much is Costco’s customer loyalty (earned through investing in lower prices) worth? None of these appear on the financial statements, but they are core value drivers for these businesses.