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 š ), not Netflix.
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 Muskās pursuit of Twitter is widely believed to be driven by his desire to support open discussion in a āpublic squareā like platform. Yet his opponents are almost entirely self-identifying as āleft-wingā.
Tweet Tweet: Musk Flys In
This week Elon Musk joined Twitterās 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.
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.
Worldcoin
Itās 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.
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. Letās dive in.
Apple Sucks?
Apple held one of its 3ā4 annual launch days this week and showed us the M1-Ultra. And a new 27″ Screen. @Om has a top-end Apple display but still lusts after the less expensive new one. What gives?
The Internet in War Time
This week we look at the Internet in War Time. Ukrainians are using it effectively. Meta, Youtube, and others are banning Russian content. Coinbase and Binance are not banning Russian content. Big Tech seems compliant to government requests. Is the Internet for good or for bad?
$4 Trillion of Unicorns
Putin invades Ukraine and Tiger invades Series A rounds. OK Not the same thing. This week we look at the 3 venture asset classes, unicorns, with content from @profgallaway, @geneteare, @crunchbasenews, @eastdakota, @cape and @LocalGlobeVC and others
Uneasy Bedfellows: Seed Investors and Late Stage VentureĀ Capital
This week The Generalist covered Coatue while Paul Graham Tweeted that he has never read a business plan or a balance sheet. The contrast between the investment stages could not be starker. Are seed and growth investors partners, enemies, or frenemies?