How To Speak Venture
A letter from FTX's most conservative investor explains why they'll do it again.
Financial Hits and Misses
In a complex world, success only makes sense after it happens.
Reasonable FOMO
A more competitive market means a stronger need for unsustainable incentives and more "dumb" bets by smart investors. Here's how to make the most of it.
Don't read. Listen.
I am traveling this week, so no long newsletter. But I wanted to let you know that some of my recent articles are now available in audio format. Instead of reading, you can listen. I am reviving my old podcast and will post all audio versions there. Below are a
Outsourcing Volatility
Over time, creative destruction becomes faster, less predictable, and harder to contain.
The Vader Paradox
The more new content there is, the more likely we are to consume old content.
The Race Between Complexity and Control
A networked world is a less predictable world. There are ways to make it more predictable. But you're not going to like them.
The Ant That Went to Mars
Humanity is becoming an online species. As a result, we'll become crazier than ever. Our survival depends on it.
Still In Praise of Ponzis
The bubble has popped, but pyramid schemes are more important than ever. If you want customers to notice you, you'll have to play along.
Remote Work: Facts and Fiction
Last week, I hosted a live discussion with Stanford University Professor Nick Bloom. Nick has been mapping the evolution of remote work for two decades. An Economics Professor at Stanford University, his research paints a detailed and methodical picture of where and how people are working, how productive they are,
