Consider the cascade of specialized productivity apps (not suites) over the years, like Evernote, Wunderlist, Any.do, Todoist, Trello, Clubhouse, Basecamp, and the list goes on. Many of these are stable businesses, but they all claim a small piece of a large pie (and one could argue, were not great VC investments from a multiples perspective). The ... See more

Jarrod Dicker of the Washington Post had a great insight about the rise of “expensable media” (think Stratechery, The Information, 2PM) and its positive impact on the creator ecosystem. This same effect could fuel a massive expansion in the consumer subscription software market that is compounded by a shift away from the office and its bundled amen... See more

AI refactors previous use of humans, and unleashes new use for humans. Two weeks traveling Japan proved to be the perfect setting to contemplate some of the sweeping changes facing our society over the coming years and decades. The smart people I know generally agree that 80% of the work of 80%+ of jobs will be refactored significantly by AI. And

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According to Fiske and Silverstein the three kinds of “new luxury” share certain common traits, which set them apart from old luxury. Whereas old luxury goods were based on status, class and exclusivity, a new luxury philosophy inspires consumers to forge stronger emotional ties to the products and brands. Companies engage consumers and reap the be... See more