"Age of Miracles"

Chamath took Opendoor public via SPAC last week. In this episode, we talk about why Opendoor is the Amazon of real estate, its advantages over Zillow, and its flywheel.  Original post here: https://notboring.substack.com/p/knock-knock-whos-there-opendoor --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Today's Not Boring is all about a startups that sends other startups and SMBs free money: MainStreet. By getting you the tax credits and incentives that the government owes your company, MainStreet send companies $51k on average. See how much you're owed and get paid at https://mainstreet.us/notboring You can read the full post at https://notboring.substack.com/ --- Send in a voice message: https:...

This week, we're doing a Case Study on Zoom.  - Its numbers are on fire.  - Its stock is overvalued. - It has no moats. If you're CEO Eric Yuan, what do you do to increase long-term shareholder valuer? Read the full essay and participate in the Case Study here: https://notboring.substack.com/p/zooms-blank-check --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/mess...

Not Boring Investment Memos are deep dives into early stage companies that are raising money now. This week, we're talking about Swaypay, which gives shoppers discounts in exchange for using their social capital, or sway, to share products, all within the checkout flow. It takes money that would normally go to Google and Facebook and gives it back to regular people. I love that.  You can read the...

A deep dive into SoftBank's history, the Vision Fund, and its new hedge fund, plus the bull, neutral, and bear cases. Read the full essay here: https://notboring.substack.com/p/masa-madness-3cb --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

You can read out the original post here: https://notboring.substack.com/p/oze-not-boring-investment-memo --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

This week, we dive into Stripe, and cover:  What it is.  Why Stripe is undervalued. The Stripe bear case.  Stripe's underappreciated strategy. Stripe's future.  Link to original post: https://notboring.substack.com/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Tencent's investments in Epic, Snap, Spotify, and more put it in the best position to bring about, and profit from, the Metaverse. Read the original essay here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Tencent is the most impressive company that Americans know the least about. In Part I of this two-part series, we go deep on Tencent's history, its core businesses, and its investment portfolio. We also explore how the company is the perfect implementation of William Thorndike's The Outsiders. Link to original post here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmir...

Shopify and a new wave of ecommerce infrastructure tools make it easier than ever to start a direct-to-consumer business, but it's harder than ever to stand out from the crowd. Michael Porter's Five Forces and his value chain concept explain why it's a great time to be an ecommerce platform, and a hard time to generate sustained profits as a DTC business.  You can read the full post here. --- Send...

Ali Montag joins Not Boring to tell us about a Linear Commerce empire you wouldn't have any idea about, unless you have kids.  You can read the full post here and subscribe to Ali's newsletter here.   --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Google should buy Slack to take on Microsoft with a modern solution in the productivity and collaboration space.  You can read the full post here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

The Marcy Lab School's Reuben Ogbanna takes over Not Boring to explain how we can explain the tech talent pipeline beyond traditional schools and backgrounds. You can read the full post here, and get in touch with me on twitter @packym to get intro'd to Reuben. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

In this episode, we discuss what a SPAC is and why Juul is kinda the perfect company to go public via SPAC.  You can check out the full post here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Not Boring Investment Memos are deep dives on early stage companies that are currently fundraising, and that the Not Boring Syndicate is investing in.  In this episode, we talk about Composer, which is aiming to close the wealth gap by giving investors access to more sophisticated tools for self-directed investing, with a clean, easy UI. Think of it like the best parts of Robinhood and Wealthfront...

Entropy Theory explains industry evolution as a story of ever-increasing chaos and suggests that the most successful businesses are those that use the latest technology to wrangle that chaos, until entropic forces unleash the next set of opportunities. In this episode, we explain Entropy Theory through examples in real estate, tech, and employment. Why did TikTok succeed where Quibi failed? Why di...

Gil Kazimirov joins us to share the surprising  history of the ringtone - the polyphonic pocket music that launched the mobile revolution. You can read the full post here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Twitter is the most undermonetized product in the world, because it doesn’t know what it is. For someone so into meditation, @jack’s lack of self-awareness is a surprising error with major implications. Twitter’s ads business struggles to support the entire company. Twitter doesn’t know who its customers are, or what its Job To Be Done is for them. Twitter captures almost none of the value that it...