- “We are learning in vaccines what most startups inevitably realize too late. Product is great. but most of the time, you live or die by distribution.” https://twitter.com/kevinakwok/status/1351805737727533056. Correct.
- The Mike Speiser Incubation Playbook https://kwokchain.com/2020/09/22/the-mike-speiser-incubation-playbook/. Incubation and execution on a different level.
- Interview with Mario Cibelli from Marathon Partners Equity Management https://www.joincolossus.com/episodes/46347335/cibelli-cornerstone-investing-insights. How to create differential insights as an investor from factory and warehouse visits and different research.
- Today We Rise. https://www.youtube.com/watch?v=hTU_YbsKWiU. Powerful.
- “$100M was a reasonable price for the Clubhouse round. $1B would be a low price for Clubhouse today IMO. A team of <10 people grew an easily monetizeable invite-only social app from 1 million to 2 million users in less than two weeks. Do you know how often that happens? Never.” https://twitter.com/Austen/status/1352977553175285760. I completely agree. Clubhouse has created something unique, truly viral, truly differentiated, with clear monetization potential, and with growth and Zeitgeist impact that huge companies could only dream of.
- Why $15 minimum wage is pretty safe. And why economists changed their minds on the minimum wage. https://noahpinion.substack.com/p/why-15-minimum-wage-is-pretty-safe. I didn’t know that. Very interesting.
- Snapchat Wants You to Post. It’s Willing to Pay Millions. https://www.nytimes.com/2021/01/15/style/snapchat-spotlight.html?referringSource=articleShare. Incredible examples of small, sometimes accidental content creators earnings hundreds of thousands or dollars from Snapchat without even asking for it.
- How 2020 killed the Instagram brand https://digiday.com/marketing/how-2020-killed-the-instagram-brand/. Catchy headline and not actually what the article says. What is interesting though that the minimalist aesthetics of Instagram-first brands is being challenged on new social channels like Tiktok or older ones like Twitter.
- Expanding your market with branding. https://twitter.com/tobi/status/1351504885192208385. So true.
- Apple’s First Headset to Be Niche Precursor to Eventual AR Glasses https://www.bloomberg.com/news/articles/2021-01-21/apple-s-first-vr-headset-to-be-niche-precursor-to-eventual-ar-glasses.
