Category: Updates

  • Chamath on business strategy

    1. Launch revolutionary product 2. Sell into fragmented, undifferentiated market 3. Expand scope + vertically integrate 4. Expand into adjacent markets Result: Own market share, pricing power & profits. Chamath on $TSLA and $AAPL

  • Imported archives

    This afternoon I imported a ton of archives from previous years and a few different places. Some posts are about things I had forgotten I knew, but it’s so nice to re-read them, for example this old analysis of Christianity and Alcohol. My thinking hasn’t really changed much since 2011, to be perfectly honest. But […]