Sitemap - 2020 - European Straits
All About Capital Allocation
All About the Great Fragmentation
All About Risk and Uncertainty
All About Diffracted Venture Capital
All About the US-China Rivalry 🇨🇳🇺🇸
The Uncertainty Mindset w/ Vaughn Tan. Automation creating jobs. Financial loops. Industries shifting. Most read essays.
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
Infrastructure and Growth
On Atomico’s 2020 State of European Tech Report
Five Trends Revealed By the Music Industry
Reinventing the State w/ Mariana Mazzucato. The gig economy. Brexit. Silver Lake. Tony Hsieh and Las Vegas.
On Jerry Neumann’s Productive Uncertainty (Round 2)
🇬🇧 First Manufacturing, Then Financial Services, Then Brexit, Then What?
Tony Hsieh’s Other Legacy
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?
SaaS Is the New Manufacturing
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
Accounting for Capitalism
The Billionaire Raj w/ James Crabtree. A Long Week in the USA. Jack Ma and the CCP. Protectionism Back in Style.
You’re The Protectionist!
Jack Ma’s Future
What Becomes of America (and the World)
🇺🇸 A Reading List on America
The Gig Economy. IPOs in Europe. Silicon Valley Politics. Countries Are Different.
Each Country Is Different
Debriefing Our IPO Panel
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.
Fewer Regulations in America?
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
A New Great Divergence?
Does Every Country Need Their Own DARPA?
On Trains and Geography
Round 2 on Liquidity & Exits
Is Going Global Still a Thing?
Venture Capital Is Hard
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
Tales of a Fragmenting World
A Memo About My Firm, The Family
The China Model With Western Characteristics
Retail Investors in the Transition
Is Trump Still in the Flow?
Three Theses About Cuisine
An Important Point About Increasing Returns
An Investment Thesis For Our Time
Is Being American Worth It Anymore?
China Saving Face on TikTok
A Thesis For Sector-Focused Hedge Funds
A 10-Point Checklist For Building a Great Company
What We Owe Rocket Internet
The Future of Consulting (Round 2)
A Primer on the Chinese Communist Party
What Determines VC Returns
The State of Value Investing
China: We All Need New Glasses
A Memo About Writing Investment Memos
The Past and Future of the App Store
A Note to my Subscribers
My Writings on Venture Capital
Kamala Harris and the Future of Silicon Valley
A Look at the Archive; Lessons From the Apple/Epic battle.
11 Notes on Company X
Update on the Archive
Learning New Words; China and the West.
My 10 Most-Read Issues Ever
All About the TikTok Ban
My Personal Journey with China
Around the World in the Entrepreneurial Age
Big Tech, Meet Congress
The Archive Is Coming
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
Investment Banking Rifts
Richard Descoings, or Radicality at the Top
France, As Revealed by its Elite
The Revolt Against Journalism
Navigating the Transition
Can Legacy Industries Survive? The Case of Music
11 Notes on Warner 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?
What’s Happening in India?
Private Equity and Tech: Time to Bridge the Gap
Can Private Equity Firms Make Money in Tech?
The Great Fragmentation
Facebook at a Crossroads
Will London Remain the Startup Capital of Europe?
Notes on Britain in the Entrepreneurial Age
Britain: Adrift and Sinking?
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.
China Drifting Away?
Repositioning, The Stock Market, Contact Tracing
14 Rules & Practices for Corporate Strategists
Need To Reinvent Your Corporation? Time’s Running Out.
The Stock Market Is Booming
Homeschooling, Germany, Amazon
The Future of Consulting (Round 1)
11 Notes on McKinsey
Amazon: Top of the Game
Notes on Germany in the Entrepreneurial Age
Is Germany Nearing the Abyss?
Should the State Invest in Startups?
Principles for Capital Allocation
11 Notes on Y Combinator
Marc Andreessen on Building Things
Toward Better, Cheaper Healthcare
The Rise of a New China
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?
Adieu to Old America
Big Brother or Chaos? Is There a Third Way?
Supporting Venture Capital During the Crisis
Support Individuals, Period.
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
Investing During a Crisis
What If We’re at War?
Paul Singer vs. Twitter
Law Firms, Disunited Europe, Venture Capital
A special note to my readers
What Is Venture Capital?
European Startups as an Asset Class
11 Notes on Lego
The Future of Silicon Valley
What’s Happening With the Stock Market?
What Europe Could Learn From Clay Christensen
Capitalism Today: Customers as Shareholders
Will Fragmentation Doom Europe to Another Lost Decade?
Can Anyone Reshape the State?
12 Articles That Changed My Views Over the Past Decade