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The Birth of the New
Another week and another glut of writing seeking to understand what has changed in the economy, the public markets, and the startup and venture capital world. As the old world dies the only important question is, what is being born?
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Investing in the Time of Cholera
In Love in the Time of Cholera, the author tells a story of a world of plague, civil war, and mass murder, yet love still dominates the protagonist’s story. This week the continued collapse of the public market begs the question, are we still in love with investing in startups?
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Death on Two Legs
Terra’s LUNA token lost 99.99% of its value in a flash and UST, its stable coin, lost close to 80%. This is not supposed to happen. The FT disclosed Tiger Global may be down $17 billion as the tech stocks collapsed. Are crypto and unicorn investing dead?
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Markets in Freefall
Markets fell over 5% Thursday on the day Elon Musk announced he had raised $7 billion to help the purchase of Twitter. What are we to think? Bull market for tech, or bear market? Content from @danrose999 @elonmusk @mattturck @EricNewcomer @ttunguz @Samirkaji @sether
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StreamWars
Netflix is a buy, along with HBO and Disney. This is a week we should mourn the death of broadcast and cable (or celebrate 🙂 ), not Netflix.
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Is Free Speech Right Wing?
There is almost no prior period in human history where the desire to allow free speech would be considered right-wing. Elon Musk’s pursuit of Twitter is widely believed to be driven by his desire to support open discussion in a “public square” like platform. Yet his opponents are almost entirely self-identifying as “left-wing”.
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Tweet Tweet: Musk Flys In
This week Elon Musk joined Twitter’s Board and Roelof Botha was named head of Sequoia. The UK made a bid to become the crypto capital of the World and Substack announced improved Podcasting and Editing tools.
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The Menlo Park Edition
If you have yet to visit the Guild Theatre in Menlo Park, you are missing out. Great venue, unbelievable acoustics, extraordinary acts. Drew Dunlevie, former Yahoo!, is the Peninsula Arts Guild, organization president.
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Worldcoin
It’s hard to avoid being impressed by the vision of Worldcoin. Sam Altman wants to create a human-centric coin that can be distributed to every person on earth regularly. It is Universal Basic Income using a new currency.
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Substack and the Future of Content
@Substack has a new video service in beta. It released the Substack Reader last week on iOS. With a growing number of creators using its platform, the question of what Substack is, and whether it is good has started to arise. Let’s dive in.