This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND — we wrote a previous article about the company here). We talk about the bull and bear cases for the company, the financial model, the importance of using imagination when thinking about the f…
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We go deep into a discussion on Shopify and Slack, the competitive landscape with other ecommerce and collaboration solutions, and more.
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As investors, we must keep an open mind, but most people resist new ideas. How to keep that mental flexibility and learn new things?
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How did the internet fundamentally change business? It's all about zero marginal costs, and playing a different game: blanket the world, cap
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I concluded that we were undergoing a period of very rapid technological change similar to what we saw at the end of the 19th century.
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