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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
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Accelerating waves in technology
A consumer-first framework for thinking about platform shifts
A new tech stack for physical industries
New software is increasing the number of viable startups in physical industries
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
How Elon became the taxman
a case study for vertically integrated businesses
🎓 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
🎓 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 :)
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…
🎓 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…
🎓 intangible assets + the new economy, podcasts and a new social network
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