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Prikvačeni tweet
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.https://venturedesktop.substack.com/p/spotify-the-ambient-media-company …
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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.https://twitter.com/brettbivens/status/1224345144654278656 …
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Apt analogy from
@benthompson on the relative advantages of startups & incumbents — great visual framing for understanding Creative Destruction & Disruption Theory. Startups:
→
→
→
Incumbents:
Freedom to Move Fast > Resources & Efficiencypic.twitter.com/6H6OnCLoYb
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The
@Zapier 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.https://twitter.com/BrentBeshore/status/1222648869227360257 …
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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 -
@FredWilson ↴ https://avc.com/2020/02/the-long-buy/ … Origins Podcast ↴https://twitter.com/notationcapital/status/1222189704310689792 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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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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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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 —
@AdamAmin was doing this level of prep calling our@ValpoBaseball games 10+ years ago.https://twitter.com/adamamin/status/1223709093342466050 …
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This essay from
@ZanShow 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. https://reallifemag.com/podcast-passivity/ … https://twitter.com/aaronzlewis/status/1204304415391436800 …pic.twitter.com/sH2hoowBSJ
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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. https://twitter.com/cdouvos/status/1223311619599425536 …pic.twitter.com/zE9UQEPw2k
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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!
https://twitter.com/nicolas_colin/status/1223536838423564289 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Brett Bivens proslijedio/la je Tweet
Looking forward to it
This is the year a major European city will ban cars from its centre, by @martinmignothttps://www.wired.co.uk/article/car-city-ban …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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
@krispHQ is an important next step in elevating the remote communication infrastructure. Excited to see the iOS launch yesterday!https://twitter.com/ProductHunt/status/1222890374986981376 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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:https://venturedesktop.substack.com/p/learning-in-public …
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Brett Bivens proslijedio/la je Tweet
Calling all
#midwest startups!
Apply to join this year's Chicago Venture Summit, hosted by
@ChicagoNEXT
Application
https://docs.google.com/forms/d/e/1FAIpQLScP2twE_A7UchcKBGEA3ae9idg0Jhp916zX27Wg8pEBPc1L6Q/viewform …
More details
pic.twitter.com/BSK1DkhmlN
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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.https://twitter.com/AmplifyPartners/status/1222961343004721152 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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!
) https://twitter.com/vitaliyk/status/1222618952834174976 …pic.twitter.com/SZj0igM7qQ
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Je suis français à partir d’aujourd’hui!
x
pic.twitter.com/wS9fS4UQOj – mjesto: Place de l'Hôtel de Ville – Esplanade de la Libération
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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:
@knowablefyi@giideme@letsemjoy Who am I missing? https://twitter.com/forpodcasters/status/1222535955648798720 …pic.twitter.com/R99l83T9fm
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Brett Bivens proslijedio/la je Tweet
A great look at
#digitalhealth trends, particularly "fitness tech eating digital healthcare"
Trend Following in Consumer Wellness by @brettbivens https://venturedesktop.substack.com/p/-trend-following-in-consumer-wellness?utm_campaign=post&utm_medium=web&utm_source=twitter …#wearables#hearables#medtechHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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