This is meant to be a weekly blog where I discuss articles I've read, podcasts I've listened to, or write down general thoughts. I am most interested in evolutions in technology, e-sports, and the VC/PE world. I will also occasionally write about other topics that occupy my attention, like the upcoming Avenger movie or Star Wars series. I can shamelessly admit that I am not as knowledgeable as any partner at a VC fund or even most bloggers, thus my writings will be mostly reactionary. Feedback and criticism are more than welcome, and you can reach me here.
I also have a running list of companies that I'd like to see built and funded. You can find it here.
This is the most complicated book I've read in a while, and these notes are my attempts to understand what I'm reading. This is an ongoing piece that will contain my initial thoughts before I write a summary after finishing the book.
As many of you know, I'm a huge Star Wars fan but strongly disliked the Sequel trilogy. I wrote this article before Episode 9 came out in an attempt to give it a fair shake. I cover my main issues with Episode 8, what I'd like to see resolved in Episode 9, and how they could redeem the series.
Peloton is the latest of many 'tech' companies to announce an IPO. In this article I argue why it is not a technology company, and why they actually fail to differentiate from other home fitness products.
Andreesen Horowitz recently lead the Series A investment in Singularity6, a game developer that is looking to create the future of social through gaming. I talk about why they taking a page out of Ready Player One's playbook could lead them to the promised land.
For the last few years I've felt my need/desire to post on social media steadily decline. I attempt to explain why I (and others) have experienced this, what Facebook could do about it, and how to measure the success of my idea.
My submission for the Economist Open Future competition. I claim that technology is the key to making progress, starting with the regulation of climate deniers. I examine previous examples of public pressure causing political and economic change, and use them as a template for future change.
Those of you who know me know that I love ramen. So when I got a chance to go to Japan for a week, I had to check out some of the best spots. This is my review and ranking of the places I tried in Japan.
From social media to SaaS companies powering the modern workplace, Venture Capital and the Valley have build the platforms that have changed the world. It's time for VCs to take a serious look into esports as an investment. I write about how the market fits Scott Kupor's power-law curve, the total addressable market, and potential ways to invest.
Sex sells, we all know that. Video games is about as unsexy as it gets. But it keeps growing at an accelerated rate. The fourth part of my position paper series attempts to predict the future of esports by breaking it down into six core components.
Take a guess on what is the most valuable form of entertainment. Is it the music industry? What about the movie industry, since Endgame has broken all the records? Or maybe it's television, since it seems everyone and their mother is talking about Game of Thrones... The simple answer is no, and it's not even close. I explore the largest form of entertainment, and why it is only driving marketing dollars now.
Apple has recently announced a bevy of new services, and it reminds me of a private equity pivot. This is my take on how Apple's new strategy could provide the innovation that they recently have lacked.
What separates Tesla from other traditional car companies? Do they have enough of a competitive advantage to separate themselves from Waymo and Cruise? This blog draws inspiration from Ben Evans' Tesla, software and disruption and explores why I believe there is an impending oligopolisitic revolution in the transportation industry.