sari

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.

Sam looks for digital breadcrumbs from someone's past that hint at their trajectory: "And so to the extent people have written blogs or posted things on Twitter or created some artifact that I think of that they've sort of buried in time that I can go find, that's often amazing, because you get a chance to see people over a long period of time."

“Writing isn't about making money, getting famous, getting dates, getting laid, or making friends. In the end, it's about enriching the lives of those who will read your work, and enriching your own life, as well. It's about getting up, getting well, and getting over. Getting happy, okay? Getting happy.”

Dominant systems locked in by strong network effects always appear invulnerable to disruption, until they're suddenly not. The current internet is a particularly massive network lock-in, but given its technical debt and increasingly painful aspects (more on this below), there is no reason a disruptor at the full-stack level cannot or should not ari... See more

What is so interesting about the employment of blockchain is that it has the ability to permeate all devices, platforms, and content types.