Sitemap - 2020 - European Straits
All About the Great Fragmentation
All About Risk and Uncertainty
All About Diffracted Venture Capital
All About the US-China Rivalry 🇨🇳🇺🇸
All About Shifting Patterns Across Industries
My 10 Most Read (Paid) Essays This Year
Every Successful Business Has Two Financial Loops
Automation Creates Jobs: Here's Proof!
The mirage of deep tech. Bob Dylan. Atomico on Europe. Building IRL bridges. Selling short.
Shorting Companies in the Transition
On Atomico’s 2020 State of European Tech Report
Five Trends Revealed By the Music Industry
On Jerry Neumann’s Productive Uncertainty (Round 2)
🇬🇧 First Manufacturing, Then Financial Services, Then Brexit, Then What?
No, Gig Workers Are Not Your Servants
Remote Work. Stories. Opportunities in Asia. Productive Uncertainty. Low Interest Rates.
What to Make of Low Interest Rates
On Jerry Neumann’s “Productive Uncertainty” (Round 1)
Another Round on Expanding in Asia
European Tech’s Forgotten Stories
Around the World w/ Bruno Maçães. America’s Strength. SaaS. The New Wise Men. Democratizing Upside.
Why Don't Uber Drivers Own Shares? Now They Could
Where Are America's Wise Men & Women?
America As a Technological Champion
Joe Biden’s In. Understanding Capitalism. Customers Doing More.
America As a Technological Laggard
Why Local Businesses Can Thrive in the Entrepreneurial Age
Your Customers Are More Than Their Collective Purchasing Power
What Becomes of America (and the World)
The Gig Economy. IPOs in Europe. Silicon Valley Politics. Countries Are Different.
Inflection Points in Silicon Valley Politics
IPOs: Will the Next Generation of Founders Choose to List in Europe?
Feminist Cities w/ Leslie Kern. America. Rebooting Businesses. Construction.
Europe Is a Base, America Is a (Final) Destination
Rebooting Businesses for the Entrepreneurial Age
Why Software Has a Hard Time Eating Construction
Value Creation Is The Key To Everything
Industrial Policy: China Gets It, We Don't
Two Things About Venture Capital These Days
Should European Founders Look to the East?
The Geography of Value Creation
Does Every Country Need Their Own DARPA?
Is Going Global Still a Thing?
The Corporate Contract (Coinbase Edition)
VCs: Would You Rather Be Yahoo or Google?
You’re Gonna Need Bigger Exits
Why Is It Still So Hard to Raise in a Time of Cheap Capital?
Where Does VR Fit in the Transition?
Unai, VR, and the Hardware Lottery
The State of Corporate Venture Capital
A Memo About My Firm, The Family
The China Model With Western Characteristics
Retail Investors in the Transition
An Important Point About Increasing Returns
An Investment Thesis For Our Time
Is Being American Worth It Anymore?
A Thesis For Sector-Focused Hedge Funds
A 10-Point Checklist For Building a Great Company
The Future of Consulting (Round 2)
A Primer on the Chinese Communist Party
China: We All Need New Glasses
A Memo About Writing Investment Memos
The Past and Future of the App Store
My Writings on Venture Capital
Kamala Harris and the Future of Silicon Valley
A Look at the Archive; Lessons From the Apple/Epic battle.
Learning New Words; China and the West.
My Personal Journey with China
Around the World in the Entrepreneurial Age
The 10 Keys to Investing in European Startups
Cancel Culture: A Systemic Explanation
The Founding Father of Ecosystem Building
How Fred Terman Turned Stanford Into an Entrepreneurial Powerhouse
Anyone Can Build an Entrepreneurial Ecosystem
Privacy & Taxes: It Takes Two to Tango
Diffracted Venture Capital: A Closer Look
Notes on Revenue-Based Financing
The Diffraction of Venture Capital
Country Risk in an Uncertain World
Richard Descoings, or Radicality at the Top
France, As Revealed by its Elite
Can Legacy Industries Survive? The Case of Music
Lessons from the Wirecard Debacle
Controversies Beget Controversies
Thoughts on Value Chains, and Why You Really Need To Get a 'Grip'
European Tech: We Need More Controversies!
Climate: Startups to the Rescue?
Who’s Disrupting Whom at the Global Level?
Private Equity and Tech: Time to Bridge the Gap
Can Private Equity Firms Make Money in Tech?
Will London Remain the Startup Capital of Europe?
Notes on Britain in the Entrepreneurial Age
Challenges of a Remote Workforce
The Brutal World of Darwinian Economics
Launching My Executive Sparring Practice
The Tipping Point for Podcasting?
The Entrepreneurial Investor & Readings on Capitalism
The Entrepreneurial Investor: An Overview
Think You Understand Capitalism? Think Again.
Repositioning, The Stock Market, Contact Tracing
14 Rules & Practices for Corporate Strategists
Need To Reinvent Your Corporation? Time’s Running Out.
Homeschooling, Germany, Amazon
The Future of Consulting (Round 1)
Notes on Germany in the Entrepreneurial Age
Should the State Invest in Startups?
Principles for Capital Allocation
Marc Andreessen on Building Things
Toward Better, Cheaper Healthcare
Should Startups Be Bailed Out?
Long/Short In a World Eaten by Software
Household Finance in the Entrepreneurial Age
Asset Allocation In a COVID-19 World
Homeschooling: The Next Frontier?
Big Brother or Chaos? Is There a Third Way?
Supporting Venture Capital During the Crisis
Venture Capitalists and the Choices They Make
COVID-19's Impact On Your Portfolio
Waiting Lines Are a Threat to All of Us
Quality and Scale, Simultaneously
Law Firms, Disunited Europe, Venture Capital
European Startups as an Asset Class
What’s Happening With the Stock Market?
What Europe Could Learn From Clay Christensen
Capitalism Today: Customers as Shareholders