Sublime
An inspiration engine for ideas
What changed was the feed, something uniquely enabled by digital. Whereas a newspaper had to be defined up-front, such that it could be printed and distributed at scale, a feed is tailored to the individual in real-time — and so are the advertisements. Suddenly it was print that was worth pennies, while the Internet generally and mobile especially ... See more
Stratechery • Social Networking 2.0
In 2006, billionaire technology investor John Doerr announced that “green is the new red, white and blue.” He could have stopped at “red.” As Doerr himself said, “Internet-sized markets are in the billions of dollars; the energy markets are in the trillions.” What he didn’t say is that huge, trillion-dollar markets mean ruthless, bloody competition
... See morePeter Thiel, Blake Masters • Zero to One
Some highlights have been hidden or truncated due to export limits.
Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
George Packer in 2014, in a New Yorker piece detailing Amazon’s takeover of the book industry. With this data,
Jia Tolentino • Trick Mirror: Reflections on Self-Delusion
Every additional customer accrued a cost, whether that be the marginal cost of serving them or the opportunity cost of not serving a different customer. Given that, it was, as Christensen noted, perfectly rational to focus on the most profitable ones.However, something else momentous happened around 20 years ago: the emergence of the Internet. As I... See more
Ben Thompson • Beyond Disruption
Controlling valuable pillars of internet utility -- the flow of information, social connections, music and video delivery -- has created tremendous wealth for a few while very little for stakeholders not on the company’s cap table.
Michael Lazerow • Venture Capital in a Decentralized World
Some highlights have been hidden or truncated due to export limits.
Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
More generally, we are living in a context where power laws and non-linear takeoffs already reign supreme. NFTs were close to nothing a few months ago, now Beeple is worth more than most fine artists in the world. Redditors were never able to manipulate stock prices even slightly, until they were suddenly able to overpower a whole hedge fund.
Justin Murphy • Urbit and the Telos of the Creator Economy
