Two years ago, we launched Bismarck Brief. Since then, our analysts have written half a million words on the state of technology, the U.S. government, Chinese industry, and the world. Here are the 9 most important things we learned about how the world works in 2023. đź§µTHREAD: https://t.co/fJWSLRiaUf    
understanding and building a deep tech strategy is the single greatest competitive opportunity of this decade.
Eric Redmond • Deep Tech: Demystifying the Breakthrough Technologies That Will Revolutionize Everything
The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.
Andrew Chen • The Cold Start Problem: How to Start and Scale Network Effects
Some companies work because they solve a problem that matters deeply to people, the way Tinder solved the problem of meeting new romantic partners. Some companies unlock a new supply or an asset, the way Facebook unlocked a new supply of content and Airbnb unlocked a supply of residences. Others, like Flexport, a startup in the logistics and shippi
... See moreAli Tamaseb • Super Founders: What Data Reveals About Billion-Dollar Startups
The ideas that became billion-dollar companies didn’t fit any specific archetype. Some founders acted as missionaries, solving their personal problems, but many startups were the result of deliberate ideation and were opportunity driven. Successful founders rarely tell the stories of the days when they were jumping from one idea to another to find
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