Sixian

What's driven the growth of this industry for the last five to 10 years is this emergence of streaming. We just talked about how it's more than half the business today. It was single digit seven years ago and so that's just been rapid. All of the growth of the value of streaming has basically come from a few developed markets, historic markets that... See more

6. Customer PerceptionThe customer may not be able to perceive the difference — or value the difference — between you and the competitor. Your data advantage is not an effective advantage in the market, even if it is an advantage. It’s not doing the work of making you more defensible.

How EGMs Will Change The Corporation Corporations have been the most efficient structure to get stuff done. They are large network structures that, like nearly all networks, minimize transaction costs and work on the law of least resistance.  Traditionally, the networks formed inside a corporation have been denser, faster, and more valuable than... See more

But at the grand narrative level, everybody is getting off the big turnpike, and there is not going to be a grand narrative slipstream for a while. But smaller scale narrative slipstreams — from family to city-scale — may still be viable.

Edgelessness is in the web’s structure: it’s comprised of individual pages linked together, so its structure can branch out forever.

Every day, each of us takes social cues from our friends and colleagues that can be easily be misinterpreted and provoke a mimetic reaction. Our “default mode” is to respond to violence with violence, however small and passive-aggressive the provocation might’ve been.

But the most famous familiar one is the story where things fall apart, and how this culturally stable setting with your coherence and just the attempt of the protagonist trying to live true to those moral demands on his person creates trouble, which tells me, and I think, to any other reader, that the world is imbued with irony and paradox and... See more

Many Founders have a fantasy that data will be an ongoing insight engine — that as they collect more and more data, they will get more and more insights that will give their startup an ongoing advantage.