News and Views
Inside the cult of crypto - Link
Apple will carry on making a certain kind of product for a certain kind of customer. That’s been the plan ever since the original Macintosh - Link
Roblox Unveils New Spatial Voice Feature to Mimic Realistic Conversations - Link
VR puts drug researchers inside the molecules they study - Link
Cybersecurity company market map - Link and 25 Business Moats - Link
Reducing medical errors by using strategies that have almost eliminated fatal airplane crashes - Link
Why Running Brands Are Betting on Mindfulness - Link
NFL Set for Historic Sports Betting Season - Link
Microsoft and LinkedIn share latest data and innovation for hybrid work - Link
The American Business History Center - Link
For all the visibility of exponential change, most of the institutions that make up our society follow a linear trajectory - Link
Perspectives
Expectations Investing - An online tutorial - Link and Overcoming Barriers to Change in Sports and Investing - Link
How is expertise being redefined in the modern era? - Link
Eerie calm in the debt markets - Link
Vertical Fintech is Reimagining Community Banking with the Help of Next-Gen Infrastructure - Link
A modern curriculum - Meta-cognition–thinking about thinking, creating habits with intention. - Link
Jaron Lanier on virtual reality - Link
A new series that goes in-depth on one “Panic” from history each week- Link
The self-contained nature of games means they are not only eroding mass culture but also making government regulation more difficult. - Link
for high growth software companies, having little software knowledge may be advantageous for investing - Link
Betting on change "The trick is not to predict an unknowable future, but to try to understand the present, and the probabilities of the various paths that may evolve from it." - Link
What is quality - There has always been an interesting dichotomy with the quality factor. - Link
“In the end it’s not really how long you’ve been around as a firm but the processes that are unfolding as time passes - Link
Retirement Planning When You Have Enough - Link
Interview with Ho Nam of Altos Ventures - Podcast
Silicon Valley Part 1 - With Marc Andreessen -Podcast
Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage” - Podcast
Bringing the John Malone cable playbook to Millicom. - Podcast
Brains Love Stories: How Leveraging Neuroscience Can Capture People’s Emotions - Podcast
Todd Simkin - new traders what questions to ask and what criteria to weigh before making hugely impactful decisions for the firm. - Podcast
STEM
mRNA cancer therapy now in human trials after shrinking mouse tumours - Link
The Selfish Gene - metaphors have many things in common with mathematical models in that they help to isolate and examine certain properties of a biological observation. - Link
By achieving a shared resonance, the bandwidth and speed of information flows increase remarkably, allowing far more energy and information to flow between the constituents. This will, all else equal, result in a new higher-level consciousness. - Link
Lisa Feldman Barrett shows that interpreting a person’s facial expression can’t be done in a vacuum; it depends on the context - Link
Hiding Images in Plain Sight: The Physics Of Magic Windows - Link
10-foot-high, 20-tesla superconducting magnet: Calculations indicate the magnet should allow fusion to break even, energy-wise - Link
Miscellany