Archive - Socratic Tech Newsletter

🌐 REALTECH News, November 2024

+ the Palantir scaling playbook, Waymo goes big and the battle for spatial AI

Published on REALTECH News • Nov 4

January 2024

🌐 REALTECH, 2023 in review

Highlights of key technology changes in energy, robotics, manufacturing, defence and tech geopolitics

Published on REALTECH News • Jan 11

July 2023

How Elon became the taxman

a case study for vertically integrated businesses

Jul 4, 2023

March 2023

A new tech stack for physical industries

New software is increasing the number of viable startups in physical industries

Mar 23, 2023

November 2022

The ensuing explosion of abstractions and applications in emergent industries

The key question for investors in emergent industries is whether infrastructure or applications will produce better returns on invested capital

Nov 10, 2022

October 2022

Software is eating the real world

RealTech - why the biggest companies of the next cycle will improve the physical world and how VCs will have to get comfortable with CAPEX

Oct 12, 2022

December 2021

Accelerating waves in technology

A consumer-first framework for thinking about platform shifts

Dec 20, 2021

June 2021

🎓 mental model: commodifying your technology

A counter-intuitive strategy model I’ve been thinking about for a while. One which platform companies often use to derive monopoly-like pricing power

Jun 23, 2021

October 2020

product v distribution, and a new framework for PMF

The ‘SG&A’ification’ of tech The last decade has seen startups’ competitive edge shift from the ability to build technical products to increasingly…

Oct 15, 2020

July 2020

🎓 a primer on GPT-3

This post has been co-written, by yours truly and in-part by an AI language model - see if you can decipher the authors :)

Jul 16, 2020

January 2020

🎓 mental models, technology cost declines and new year new format

Welcome back - new year new newsletter name and format, plagiarised from my own Medium page. This year, I’ll be posting monthly-ish and looking at a few…

Jan 21, 2020

August 2019

🎓 intangible assets + the new economy, podcasts and a new social network

Please contribute to the community by forwarding this to someone who might enjoy it also.

Aug 1, 2019

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