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.

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”.

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.

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.

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.

@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.

Apple held one of its 3–4 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?

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?

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

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?