Last September, the leader of the free world had an important message for everyone. I’ll let the tweet do the talking: What prompts a 73-year old man to tweet a cat video in the middle of a busy day? To answer that, I’d like to introduce a concept from media theory and then offer … | Continue reading
I just came across this graphic re Zoom that caught my eye: Zoom being worth more than all the seven major airlines today isn’t exactly shocking. As I’ve previously argued, aviation is a terrible industry to invest in during the best of times. These are not-so-good times. So, the … | Continue reading
TLDR: “Jeff, one day you’ll understand that it’s harder to be kind than clever.” | Continue reading
What Socrates, Feynman, Jeff, Elon and Auren can teach you | Continue reading
February 2020 | Continue reading
The bull case for SoftBank's Vision Fund | Continue reading
Interesting finds from December | Continue reading
Tech isn't eating the world, it's eating our minds. | Continue reading
There are not that many interesting direct insurance startups. As such, the few that exist have captured the imagination of the investing public. Much like GAFA, the insurance world has its own Gang of Four when it comes to startups. The four companies that have become synonymous … | Continue reading
So what do these two entities have in common? The obvious answer is the government of Saudi Arabia. Saudi Arabia is the majority LP in Vision Fund, owning roughly half of the $100B fund. And the Saudi government also owns ~99% of Saudi Aramco. I write this piece on the eve of Ara … | Continue reading
Rashomon is a relatively obscure Japanese movie released in 1950. The film’s plot revolves around the murder of a Samurai warrior. Four unrelated individuals, all eyewitnesses to the murder, claim to know what really happened. The film reel then cuts to each eyewitness’ version o … | Continue reading