The book Sapiens by Yuval Noah Harari builds a theory that what connects us humans is the belief in a story. The story does not have to be real, in fact more often that not it contradicts with nature. How else do you get 5,000 crusaders who have no connection… Continue Reading Narrative Fallacy – What is the story worth?
I would recommend you read Modern Monopolies by Alex Moazed. published in 2016. In it he unpacks with great detail the modern monopolies that we see in Facebook, Google, Tencent, Alibaba, Apple and Amazon to name a few. How they become what they are, not necessarily that they had the ‘first… Continue Reading Modern Monopolies – Australia’s aspiring platform businesses Part 1
I used to do a lot of Macro trading, but after I had children I realised pretty quickly I can’t predict what they are going to do, so what chance do I have with predicting other complex systems? So its all been micro for awhile and it feels good not… Continue Reading I don’t do Macro anymore… but I watch.
I have been reading and watching a lot of Richard Feynman recently. For those that do not Feynman he was a great Physicist and received a Nobel Prize in 1965. But what I adore and idealise about the man is his passion and the ability to think about the world… Continue Reading A New Point of View
How do you get Bitcoin (BTC) to tip to a true network? I live in Australia. In theory I could never leave Australia. I could use Australian dollars (AUD) for the rest of my life and rely on the 100% network effect it has here. I never need to use… Continue Reading Bitcoin network effect
I am what Noel Gallagher from the band Oasis would call a square. Squares are the majority. We are late adopters, we like to follow the herd and we like to feel comfortable. And we have cash. We are what makes a product move from the fringe to the mainstream. Gallagher… Continue Reading Storj business model, more simple less complicated
Self-Driving Cars Imagine you owned a video or DVD rental business in the late 1990’s. Things look great, you had just transitioned your stock from video to DVD, the product had changed but not the way consumers interacted with you.