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The point is that underlying technologies change, but, after a point, technology market shares don’t change and so they’re highly predictable.
W. Brian Arthur • Complexity Economics: Proceedings of the Santa Fe Institute's 2019 Fall Symposium
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John Doerr • Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs
The question will be this: what does the “established” publisher have to add to the marketing and distribution of a title? As long as there are lots of decentralized bookstores, publishers must call on them, take orders from them, and ship to them. But as and if the ecosystem becomes more online, more e-book, and physical retail becomes more
... See moreMike Shatzkin • The Book Business: What Everyone Needs to Know®
Companies started to keep vendor histories and records of product performance.
Charles R. Morris • The Tycoons: How Andrew Carnegie, John D. Rockefeller, Jay Gould, and J. P. Morgan Invented the American Supereconomy
BLOOMBERG'S MOAT & AI FOR FINANCE CO-PILOTS
Look around for a moment and you see an incredible amount of effort to build an "AI for finance" co-pilot. We are working to compile a comprehensive list of these tools: our list is over 50 and growing (we will release this soon), almost all with impressive teams of either... See more
Brett Caughranx.com
FWIW here's Jack Bogle speech where he blamed quarterly earnings for inspiring "creative accounting" and making a "company’s numbers become more important than a company’s business." He also slammed it numerous times in his books for creating "short-term-ism" https://t.co/EviZ3hVOq6
Surface areas of possible out-of-syncness.
Ray Dalio • Principles: Life and Work
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 W/ Bill Gurley & Brad Gerstner
share.snipd.com
Bloomberg offers a perk for clients that is known as the “lose-your-job free trial.”
It works like this: if you are a paying customer who gets fired, you can request access to a Bloomberg terminal at no cost for some number of months.
The program helps explain one reason Mike Bloomberg has... See more