Brett Bivens

@brettbivens

Early Stage Investor , building , a weekly video letter exploring the ideas and trends shaping the innovation economy.

Paris
Vrijeme pridruživanja: studeni 2009.

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  1. Prikvačeni tweet
    24. sij

    Just published a (very) deep dive on Spotify. 2500+ words on: 1/ The rise of “Ambient Media” 2/ Competitive dynamics shaping the global audio market 3/ Spotify’s ladder Also, why acquiring The Ringer is wholly different than Spotify’s Gimlet buy.

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  2. prije 34 minute

    Extending the analogy for incumbents with network effects: 🚄 + 🚁 Highly efficient bullet train stays on course but each train car is equipped with a black hawk helicopter that can be filled with resources & deployed towards any attractive (or threatening) new opportunity.

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  3. prije 4 sata

    Apt analogy from on the relative advantages of startups & incumbents — great visual framing for understanding Creative Destruction & Disruption Theory. Startups: 🚼🚶‍♂️🚲🚗 Incumbents: 🚅 Freedom to Move Fast > Resources & Efficiency

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  4. prije 23 sata

    The mention inside a discussion of micro PE got me thinking... If I were building a search fund, I'd consider launching a side services business on top of no code platforms. Better understand target cos., prove value add (lower cost of capital), short term cash flow.

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  5. 2. velj

    The nuances around the when (1st check, follow on) and how (reserves, SPV) of portfolio construction are much more central to fund strategy & performance than I understood before getting started in VC. The Long Buy - Origins Podcast ↴

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  6. 2. velj

    For now, file it under “good problem to have” b/c of speed of Substack product evolution — but a notable (and common) “success trap”. Preventing top creator “graduation” while continuing to deliver on initial value prop isn’t always as straightforward as it would seem.

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  7. 2. velj

    Was browsing the archives of a paid publication on Substack & realized how significantly it (currently) underserves the depth of content this person has created. Interesting since the Substack infrastructure/distribution was critical in enabling that content in the first place.

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  8. 2. velj
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  9. 1. velj

    Love seeing top tier performers “show their work”. A constant across every industry is the importance of showing up with a prepared mind every day. And it’s not a switch you turn on — was doing this level of prep calling our games 10+ years ago.

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  10. 1. velj

    This essay from is so on point & something I find myself thinking about a lot. Spoken word audio filling every last crevice of time in our day causes us to conflate having thoughts with doing the hard, uncomfortable work of actually thinking.

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  11. 1. velj

    Seth Klarman on the merits of adopting an absolute-performance orientation, structurally & behaviorally. 1/ Longer term perspective 2/ Capable of eschewing short term “popularity” 3/ Benefit from time diversification As with everything in investing, simple but not easy.

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  12. 1. velj

    On the verge of an important inflection point that will accelerate the adoption of micromobility solutions and make a major impact on human health, happiness, and economic opportunity. Looking forward to it as well! 🚲

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  13. proslijedio/la je Tweet
    1. velj

    Looking forward to it 👉 This is the year a major European city will ban cars from its centre, by

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  14. 31. sij

    Consistency of the 2-way audio experience is critical in enabling seamless distributed work. Zoom laid much of the groundwork for this and I think is an important next step in elevating the remote communication infrastructure. Excited to see the iOS launch yesterday!

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  15. 31. sij

    Sharing ideas publicly is the best way to kickstart a learning flywheel & I learned a ton over the last week after writing about Spotify & the rise of “Ambient Media” Highlighted a few learnings and new content I found on the audio market here:

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  16. proslijedio/la je Tweet
    30. sij

    Calling all startups! 🚀 Apply to join this year's Chicago Venture Summit, hosted by 🙌 Application 👉 More details 👇

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  17. 30. sij

    First of what will be many 🇫🇷 seed rounds led by 🇺🇸 VCs in 2020 (and in the years to come) — especially with firms like Amplify Partners who have carved out a strong reputation in certain categories.

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  18. 30. sij

    Convincing analysis of the future of media consumption and where value in the streaming business will accrue through the lens of Bollore, a company that owns 25% of Vivendi (as well as 17 African ports and a renewable energy business! 🙃)

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  19. 30. sij

    Je suis français à partir d’aujourd’hui! 🇺🇸 x 🇫🇷 – mjesto: Place de l'Hôtel de Ville – Esplanade de la Libération

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  20. 30. sij

    We'll see a lot more from Spotify in education and it won't be long until "Spotify Academy" expands to other categories. Online education is 🚀 and audio is a great format for learning. Others doing cool work here: Who am I missing?

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  21. proslijedio/la je Tweet
    29. sij

    A great look at trends, particularly "fitness tech eating digital healthcare" 🖥 Trend Following in Consumer Wellness by

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