Funding The Creator Economy: Emerging Creators As Seed Stage StartupsAggregators have amalgamated supply of content, driven the marginal cost of distribution to near $0 and thus have driven ubiquity in…May 14, 2021May 14, 2021
The Rise of PIPE & Recurring RevenuePipe has invented a mechanism for founders to trade future recurring revenue for capital today and in effect has spearheaded the rise of a…Mar 4, 2021Mar 4, 2021
Disintermediation of Banks: The Rebundling and Rise of Super-AppsWe’ve seen the proliferation of asset-light, scalable, easier to use versions of everything: whether it’s shopping, hotels, news, content…Dec 21, 2020Dec 21, 2020
Published in10XVentureAsset Utilization: A Thematic Focus in the COVID-19 WorldThe COVID-world has caused a reimagining of the physical and virtual world. As more of the physical traverses into the virtual, how do we…Nov 12, 2020Nov 12, 2020
Facebook 2025: Shifting Away from the News FeedWhat started with the simple goal of connecting people through the internet has grown into a social behemoth comprising 2,000,000,000+…Nov 10, 2020Nov 10, 2020
Breaking Up The On-Demand EconomyBoth social media and search have bred behemoths with core attributes that have allowed them to effectively monopolize their residing…Nov 8, 2020Nov 8, 2020
Underwriting Whole Foods As An Investment on the Future of E-CommThe Basics: Walmart Plus vs AmazonOct 21, 2020Oct 21, 2020
Amazon Pay 2.0: A Future of Amazon & AffirmMax Levchin has famously described credit card companies as “pay-day loan providers” hiding under the veil of reputable banking…Oct 21, 2020Oct 21, 2020
