Maybe you won’t agree with everything Marc Andreessen says, but you have to admire the way the man constructs an argument and organizes his thoughts. If you have to think or speak in public, an interview like this is a masterclass. The big thread running through the entire episode is how software ate half of … Continue reading Podcast Of The Week: Software Is (Still Working On) Eating The World
Coinbase made its public markets debut as a $100 billion dollar listing last week. Fred Wilson and his firm, Union Square Ventures, helped lead their Series A back in 2013. They turned 5 million into almost $5 billion over that period of time. The day Coinbase went public - what was Fred thinking about besides … Continue reading He Made A Few Billion, But Wanted To Talk About The Knicks
It’s one thing to look back and say, “What did we learn here?” It’s a whole other thing, and maybe even more important, to ask, “Did we learn the right lesson?” WSJ columnist and author Jason Zweig says lots of day-traders in the late 90s learned how to flip stocks in that environment, but they … Continue reading Did We Learn The Right Lesson?
Charlie Munger lurks the internet trying to make me pick fights with myself. As you might expect from any other 97-year-old investment and business zen master, he’s got quotes circulating the world just waiting to sneak up and punch you in the gut. Broken ribs have never been so much fun. This one might even … Continue reading Charlie Munger On Making Improvements And Accepting Change
Full disclosure: I could listen to Tren Griffin and James O’Shaughnessy talk all day. An hour in podcast form is a gift. I’ll be a fly on the wall for them talking any time. At the highest level, if you have an interest in mentoring others, here are two brilliant people with long careers leading … Continue reading Podcast Of The Week: Experts Come From Out Of Town – A Masterclass In Mentorship From Tren Griffin And James O’Shaughnessy
Andy Grove did the unthinkable at Intel. They had a category-dominating, high-profit margin product in the Pentium processor. All they had to do was not screw it up and the profits were theirs for the taking. But, that wasn’t good enough for Grove. A pesky little academic theory about “disruption” had him thinking. It took … Continue reading Talkin’ Disruption: Putting Disruption Theory Into Practice In Any Industry
Before we get hung up on how we feel about four more years with or without the president of our preference, we can start by focusing on some other cycles: Four more seconds Four more minutes Four more hours Four more days Four more weeks Four more months Four more years Four more decades And … Continue reading Four More XYZ’s
“Process saves us from the poverty of our intentions.” That’s the quote Seth Godin says inspired his latest book, The Practice: Shipping Creative Work. If we want to get our work out and into the world, we have to start somewhere. Once we start, we have to keep going. If we keep at it long … Continue reading Process Saves Us From The Poverty Of Our Intentions
One of the most important questions to ask before tackling a problem is, “Will this require a brand new answer or an age old answer?” Said less eloquently, “Do we throw the baby out with the bathwater or keep the baby?” Ben Gilbert and David Rosenthal (of the Acquired Podcast) use a version of it … Continue reading Sometimes You Do Throw The Baby Out With The Bathwater
Acquired has joined my podcast stream in the past few months. They do deep dives into businesses and their back story. Some recent favorites have been on the history of the NBA and Epic Games. These discussions go deep, so not for everyone (but if you’re analytical, go now). They recently featured Patrick O’Shaughnessy to … Continue reading Podcast Of The Week: Investing And Acquiring Like The Best
