michael_nielsen

Okay, going to try experiment of sharing sample of my notes to self from the last 24 hours. And will see if this interesting to >0 people

And @fortelabs's tweet https://twitter.com/kevinakwok/status/833415418605744129 … Okay, list in no specific order

Commodity <> not commodity cycle. People don't cover either enough--but especially the com --> !com side. - Food becoming chef centric - CPG

As key constraint reaches above threshold to abundance --> shift happens. Mostly tied to distribution wave shifts. For both of these TV esp

Food --> chefs being dominant factor. And impact clearly seen in equity splits of restaurants. CPG --> Rise of economy of scale brands.

2) Frontiers of coherent decentralization should be mapped more.Unbelievable that Reddit and Twitter perfectly sit on that line