Sublime

8. Global 2000 company IT needs.

This is changing rapidly across categories. As demand from creators has grown, companies have stepped in to provide solutions that help individuals go from potential to professional, often starting with a toolset before leveling up to provide a more aligned network through which creators can gain targeted distribution and develop real, lasting rela... See more

Ambitious startups will need a high value wedge and the product velocity to expand quickly, create innovative data loops, and establish themselves as a core user operating system or “system of intelligence”.

I have mixed feelings about Facebook being the likely winner here. On the one hand, it’s the last founder-run of the big 5 tech companies, and I admire Zuck’s vision and aggression. On the other hand, Facebook has a history of creating closed systems that don’t interoperate, charge high take rates, arbitrarily change rules on developers, and other ... See more