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This entrenchment effect provides a realistic business case for bespoke social networks. Running a bespoke social network means you’re basically in the same business as Slack, but for a specific focused community and with tailored features. This is a great business to be in for the same reasons Slack is: low customer acquisition costs and long... See more

Fan Controlled Football (FCF) — mixing in-person football with digital coaching play calls

Square acquired Tidal music to tackle this problem with musicians, who currently get most of their revenue from merchandise and tours, not ad revenue.

First, Shopify will not be processing transactions on Facebook, so it will see no incremental revenue as stores grow on Facebook. Second, Facebook and Instagram are crucial channels of customer acquisition for Shopify stores; if those customers never leave Facebook, Shopify’s revenue will instead shrink. Third, and finally, Facebook will continue... See more

Dating apps have a big moment. Many of you predict that when the COVID-19 vaccines have been widely distributed, the earth will experience a period of prolonged horniness unlike anything that has been seen in generations. Tinder, Grindr and all the rest are poised to thrive as a result.

A friend’s father said of a very successful decades-long intentional community: make it really hard for people to join, and make it really easy for people to leave. A lot of grifty bullshit and cults-gone-bad do the opposite: they make it easy to join, and hard to leave. Be mindful of this.

The big tailwind is that reinsurers are overcapitalized. Anecdotally, reinsurers are not asking how to get more capital, but they’d really like to find something to do with their existing capital. This means Lemonade can grow using someone else’s balance sheet.