Week 4, Mar 21 – Weekly Wrap Up
1.) Never Given
2.) Coach Harry
3.) Dispo’s Fever
4.) Striking a Discord
Watching the Future of Financing
There is change afoot in how startups fill up their gas tanks in Silicon Valley. Recent cycles have shown venture capital as the popular weapon of choice to finance startup ambition. The success of venture financing has led to great power accumulating in the few hands that deploy it. Through multiple waves of innovation across computing, the internet, mobile, and now decentralized networks equity has proven to be a powerful tool for growth. But the pendulum is swinging back. Capital, after all, is a commodity.
Week 3, Mar 21 – Weekly Wrap Up
1.) Tesla Titles
2.) Streaming Gold
3.) Lebron Scores
4.) Goldman Suchs
Week 2, Mar 21 – Weekly Wrap Up
1.) Harry, Meghan & 👑 Oprah:
2.) Holy Beeple
3.) Roblox IPO
4.) One Year Ago
Perception vs. Reality: A Secular Trend
Did you know that as of 2020 90% of assets on S&P 500 corporate balance sheets are intangible assets? In 1975 it was only 17% or roughly $122 billion dollars. The 90% intangible asset figure today represents over $21 trillion dollars. Numerically it’s astounding. Basically, over time, reality has become…perception. At least from an accounting standpoint.
Week 1, Mar 21 – Weekly Wrap Up
1.) Square’s Tidal Wave
2.) Instacart
2.) Indie.vc
3.) Google Ad Tracking
The Thing About Breakout Moments
Reflecting back on meme stock mania it’s clear that it was the breakout moment for FinTech darling Robinhood. Even after all their success to date this was different. They had 3M app downloads in January alone! Yet lost in the criticism of how they handled trading restrictions, the tense testimony on Capitol Hill, and all the rest of the noise is the reality that their breakout moment almost broke them. That’s the thing about breakout moments.
Week 4, Feb 21 – Weekly Wrap Up
1.) Chip Shortage
2.) Coinbase S-1
3.) NFTs
4.) Spotify Launches Podvertising
How Good Are You?
It was Plato who said “I am the wisest man alive, for I know one thing, and that is that I know nothing.” More or less those were his words. Plato did not know English though. He also appreciated that he did not know how good of a philosopher he was. He knew he didn’t […]
Week 3, Feb 21 – Weekly Wrap Up
1.) I Am Not A Cat
2.) Bitcoin, Baby
3.) fLyin’ Ted