Dominant Macro Themes

  1. Mobile and Tablet - The majority of content consumption in less than a few years
  2. Native Monetization - Demographics and adapted blindness are ending banners and sidebars. Only native, inter-content (eg, interstitial) ads will perform well enough to survive
  3. CPA - Pay for value. EVENTUALLY it will happen
  4. Others tk

The economics of Storage, Processing, and Networks over time

The economics of Storage, Processing, and Networks over time

Worth Reading Once a Year

[Still in progress]

Yes, they’re that good

  1. How to Win Friends …
  2. Getting Things Done
  3. 7 Habits…
  4. Power: Why Some People Have It…
  5. Never Eat Alone - The modern “How to win friends…”
  6. Lean Startup…
  7. Warren Buffett and Charlie Munger’s essays on investing
  8. Paul Graham’s essays on startups
  9. Jeff Bezos letter in Amazon’s annual reports
Think about it

Think about it