These Are the Goods

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Articles

The dominance of large institutions puts all emphasis on the business of investing at the expense of the craft. (By Frederik Gieschen) 

Consistency is a superpower (By Phil Pearlman)

Everything that we take for granted today seemed nearly impossible once, before the swarm got to it. (By Packy McCormick)

The most effective business model in the attention economy is advertising (By Ben Thompson)

Life is difficult (By Jared Dillian)

Staking mechanisms should be designed to support the goals of the ecosystem. (By Cobie)

Trading has a binary outcome. (By Jack Raines)

For years Wall Street has rewarded companies like Netflix and rival Disney for adding paid users, then punished them when they hit a ceiling. (By Sara Fischer)

Netflix is a television company using tech as a crowbar for market entry (By Benedict Evans)

There are three increasingly worrisome short-term trends in this real estate market (By Cullen Roche)

In hindsight, it is pretty absurd that someone could have gotten ~10% of Dune for $1 million less than two years ago, but not a single investor in Silicon Valley was interested. (By Mario Gabriele)

 

Podcasts

Private market liquidity is inevitable (With Patrick O’Shaughnessy and Henry Ward)

The future of television is television (With Matt Belloni and Rich Greenfield)

Creating opportunities for people to do interesting things (With Eric Golden and Justin Waldron)

A hundred trillion dollar layer one (With Lex Friedman and Michael Saylor)

Books

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