Back in February, I shared a presentation by Benedict Evans about the macro and strategic trends that have been playing out in the tech industry. (Of course, the potential impacts go well beyond tech.) Well that was February and lot has happened since then. So… Read More
A good friend of mine, who is also in the industry, once described real estate development as a three-legged stool. In order to develop, you really need three things: expertise, capital, and a site (i.e. land). This probably seems fairly obvious. I mean, you need… Read More
Joining a Zoom (or other video) meeting is as frictionless as opening up the calendar invite and clicking the link. No need to login or do much else, except maybe fiddle with the audio for a bit. “Can you hear me now?” The benefits to… Read More
Supposedly there are more than 14,000 airplanes parked around the world right now. And according to the latest numbers from IATA, this is expected to translate into an $84 billion loss for global commercial airlines in 2020. The industry is not expected to return to… Read More
Sam Altman’s recent blog post about how to generate ideas for startups has some invaluable tips that I think apply to much more than just new companies. As a reminder, Sam Altman is an entrepreneur and the former president of Y Combinator. So he’s had… Read More
Like many of you, I have been watching The Last Dance. It is a powerful reminder of just how competitive, disciplined, and emotional Michael Jordan was, and still is, about winning at the game of basketball. But the most powerful moment so far has easily… Read More
There’s an argument out that there this pandemic isn’t necessarily going to precipitate new changes, it’s simply going to accelerate changes that were already underway. Benedict Evans begins to illustrate this point in a recent blog post called, COVID and cascading collapses. In it, he… Read More
As many of you know, I am huge of Malcolm Gladwell. And one of the things that he has popularized through his writing is this idea that we all need to spend at least 10,000 hours specializing on someting in order to become truly exceptional… Read More
Many of us are now working out from home. The Financial Times just reported that Peloton experienced its highest level of participation last week. Some 23,000 people tuned in for one of its streamed classes. Naturally, anything that was possible to go online has gone… Read More
This is an interesting business story. Deliveroo is a London-based online food delivery company that was founded back in 2013 and today accounts for a big chunk of the online restaurant platform market in the UK. (They are also developing a network of “ghost kitchens”… Read More
