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Prikvačeni tweet
1/ Discussion Thread: Josh Wolfe x Mike Green
@RealVision Interview Whenever@wolfejosh gives an interview it’s worth listening to, and this interview is no exception. Thread contains my interpretations/thoughts as well.https://www.realvision.com/tv/shows/interviews/videos/what-happens-when-dry-powder-meets-liquid-markets …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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28/ Very enjoyable interview, thanks for continuing to put out great content
@wolfejosh Keep on building the future. Disclaimer: I am not an investor in Lux Capital and it’s future financial success is (unfortunately) not really linked to mine in any meaningful way. -end-Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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26/ All in all, it’s not a great time to be labor.
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25/ Companies will seek technological alternatives to human rate limiting activity (cc Surgeries & Auris,
$JNJ) or where it becomes...just plain cheaper to use a robot ($MCD). The pressure here comes from both sides as new and more efficient processes are discovered.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
24/ Josh has a very interesting point and I think one that is incredibly important to the marketing of Lux Capital’s (well positioned) funds. As margins begin to compress, the switching costs of transitioning away from human labor are increasingly abated.
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23/ Many “investment professionals” out there have been calling for “Peak Earnings” (cc “Peak Oil”) for quite some time, citing maturing companies, business cycles, technological deflation, stagnating economies, etc.
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22/ Now that large *trusted* distribution platforms exist like
$AMZN, Does anyone really need “Domino Sugar,” or can you trust that Amazon will make sure Whole Foods 365 organic sugar is just as good? But I digress.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
21/ Trust is moving to the aggregator and away from brands. Branded products were extremely valuable when they served as signposts of quality control for buyers unsure of the trustworthiness of the distribution channel they were purchasing through.
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19/ But as Josh said, the problem with the Facebook Portal home device is that it lacks the most important feature—trust.
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18/ Also
@BenThompson’s point in his recent@Stratechery post,$FB has been spending $$$$$ on security, which could cause a narrative shifthttps://stratechery.com/2020/facebooks-platform-opportunity/ …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
17/ ...It’s not hard to imagine Zuck ends the decade being praised as a result of the great work of the Chan Zuckerberg Initiative.
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15/ Portability of data & customer experience is one of
$AAPL ‘s main China problems. WeChat ($TCEHY) provides many services in one app that can be moved to any phone, while legacy Apple users in USA have significant switching cost friction from contacts, photos, music, etc.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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13/ We are probably the last keyboard-native generation, and every step down the curve brings new collaboration and innovation. Exciting things to come.
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12/ the very old and very young are using voice frequently, and thanks to CTRL-labs more will be using gesture in the future. The game ends with fully integrated BCI’s bordering on telepathy.
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11/ Too far to gauge meaningful progress, but it’s safe to assume the natural gravity of communications technology is towards decreasing friction. Next step after tapping screens is voice (Alexa/Siri) & gesture (CTRL-labs).
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10/ We are a long way from high-functioning non-invasive BCI’s, but a few companies like
@elonmusk’s Neural Link are trying to moonshot this. Check out@waitbutwhy’s great work on this:https://waitbutwhy.com/2017/04/neuralink.html …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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