Sublime
An inspiration engine for ideas
Armed with a $15.3 million Series A financing by Andreessen Horowitz and plenty of pre-financing traction, Substack has the potential to leverage one of two opportunities. The likely path forward is an organic approach to local media entreprenuers scaling their own region-based media operations, likely competing with other entrepreneur-journalists ... See more
PM • Member Brief: Substack and Local News
Ev Randle
@evrandle
Startups are increasingly building product features that depend more on a balance sheet of capital to differentiate themselves versus customer value that is unique and defensible. This creates feature wars that quickly become balance sheet wars when other startups or incumbents decide to copy these features. Free stock trading, hi-rate savings acco... See more
Chamath Pailihapitiya • Social Capital Annual Letter 2019
“The heaviness of being successful,” Steve Jobs said of his prodigal-son time after being forced out of Apple, “was replaced by the lightness of being a beginner again, less sure about everything. It freed me to enter one of the most creative periods of my life.”
Doug Menuez • Fearless Genius: The Digital Revolution in Silicon Valley 1985-2000
One of my fundamental insights along with Lloyd Frank, who's my co-founder at Zillow, and was at Microsoft, and Expedia, and Zillow with me as well, was that a regular person armed with a connected PC that's plugged into the internet was going to in effect, storm the best deal. Was going to be armed with a weapon to tear down every wall that separa... See more
Invest like the Best • Thriving in Changing Markets
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Vail didn’t do any of this out of altruism. He saw that a possible route to monopoly—or at least a near monopoly, which was what AT&T had always been striving for—could be achieved not through a show of muscle but through an acquiescence to political supervision. Yet his primary argument was an idea. He argued that telephone service had become
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