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  1. Prikvačeni tweet
    9. lip 2019.

    Hi everybody! Some news: I'm writing a book. It's called Scarcity in the Software Century. You can find out more here:

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  2. proslijedio/la je Tweet
    prije 2 sata
    Odgovor korisniku/ci
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  3. prije 6 sati

    You give one super bowl win and now look at this, whole new wardrobe and everything

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  4. 2. velj
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  5. proslijedio/la je Tweet

    the intellectual elites of the world are spending patreon money on ketamine and hanging out in apartments w 2-5 of their boys talking about how much we love bernie sanders and uncut gems. this is the modern french renaissance

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  6. 1. velj

    New blog post: Counterfeit food is an old problem, but counterfeiting entire restaurants is a new problem! How delivery apps, cooking as a service, and the Food Cloud are the next frontier of "platform problems", and the puzzle for how to regulate them.

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  7. proslijedio/la je Tweet
    31. sij

    *walking past a mural* 3yo: Someone drew on the wall! That is bad. Me, insufficiently caffeinated: It’s not bad because this is their house. 3yo: ...so it’s ok to draw on our house? Me, rising panic: No, you can’t draw on our house. 3yo: It’s not bad. Me: It is bad.

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  8. 30. sij

    Really enjoyed this by on social capital in Berlin

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  9. 28. sij

    One useful visual metaphor: Soros’ description of reflexivity as like waves sloshing around a swimming pool. It’s normal for perception & reality to not fully match up, but usually that error is randomly distributed & quickly self-correcting. Not always, though.

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  10. proslijedio/la je Tweet
    28. sij

    Ditch the DCF: it depends on flawed concepts that date back to a nearly 300 year old error in economics, and it can't account for variations in the the various future paths. Here's a better way (scroll to the last section of Sunday's newsletter):

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  11. proslijedio/la je Tweet

    My conversation with on all things software investing (and building) - how to build with users - avoiding spreadsheet driven mindset - history of software - product, sales, recruiting - open source - investing opportunities A must listen

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  12. 27. sij

    Another great point: counterfeit food is not new at all! But it's usually confined to lower down in the food supply chain. I guess I should clarify, that this is "Counterfeit Food Prep", as distinguished from "Counterfeit Ingredients".

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  13. 27. sij

    post-script to this: if you want to learn about a system, you can uncover a lot by asking "what is the fraud that happens, how does it work, why does it work" is a great way to get to the heart of things.

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  14. 27. sij

    I'm sure you might think, "I'd never fall for this"; are you sure? Like, how actually sure are you that your most recent thai food order or whatever actually came from where you thought it did? If food can be counterfeited and enough people don't notice or care, what else? /end

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  15. 27. sij

    Counterfeiting in online marketplaces is obviously not new (Amazon, etc fight the problem constantly) but this feels a lot like "Illegal file sharing but for real world goods & services": prepared food as the new mp3 file. 7/

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  16. 27. sij

    This reminds me of this question from : What would Limewire be built around today? 6/

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  17. 27. sij

    If part 1 is fungible, and part 2 is where the margin is, but the customer has low visibility / doesn't care about the production process, then counterfeit food makes total sense: the new reality of internet food delivery makes it easy to steal IP & Brand & then monetize it. 5/

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  18. 27. sij

    There are two basic components to cooking as a service: there's the fungible commodity side of it (ingredients, kitchen, labour etc as undifferentiated) and then there's the differentiated, branded part of it (special recipes, good reputation, high quality cooking... ) 4/

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  19. 27. sij

    Last year I wrote a post about this big, generation trend of "Cooking as a Service": the increasing degree to which we're outsourcing food prep, at all ends of the income spectrum - fast food, prepared food, restaurants, delivery. 3/

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  20. 27. sij

    Two parts to the allegation here: 1) Food delivery cos have become rife with fake landing pages & fake profiles for capturing demand (this we already know), and also 2) cloud kitchens are now actually cooking and shipping the food to customers, passing it off as if it's real. 2/

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  21. 27. sij

    Interesting implication of this story, if true (which I have no reason to believe it's not): the idea of "Counterfeit Food". Thread: 1/

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