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"Age of Miracles"

"Age of Miracles"

218 episodes — Page 3 of 5

S4 Ep 3The Oscar Puzzle

Oscar IPO’d on March 3rd at $39 per share and started trading at $36 per share, good for a market cap just north of $7 billion. Since then, it’s down nearly 77%, its market cap hovering around $1.5 billion. As The Abstract Investor summarized, the challenge, and opportunity, is that: Many tech analysts aren't paying attention to insurance, while insurance analysts won't quite know how to look at a highly tech-stacked insurance company. That presents a potential opportunity for those that can figure out the murky puzzle. In this episode, we try to put together that murky puzzle by understanding the two businesses that Oscar is building -- a tech-enabled insurance business and an insurance-enabled tech business -- and how they might combine to create the kind of scale needed to compete in health insurance. You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jan 13, 202244 min

S4 Ep 2Not Boring Capital: Fund 2, 2 Boring

Not Boring Capital is launching a $30M Fund II. In this episode, we go behind the scenes of raising and running a small venture fund, share the most recent LP update, and talk about the value of pushing out the weirdness and risk curve. This podcast is brought to you by our Q1 Presenting Sponsor... Masterworks. If you want to join me on the platform and get priority access – click this Not Boring link. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jan 10, 202226 min

S4 Ep 1The Laboratory for Complex Problems

2022 is the year that web3 starts making a meaningful impact on atoms-based challenges like healthcare and climate. Web3 is a global, real-money economic and social simulation, a digital laboratory for complex problems. We dive into Allen Iverson, complexity economics, and non-fungible olive gardens to understand why, and what that means. This episode is presented by Masterworks. If you want to join me in investing in art and get priority access – click this Not Boring link * *See important disclosures and offering circular --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jan 3, 202219 min

S2 Ep 11Not Boring Founders: Medici, Abacus Protocol

Medici, Not Boring Capital's first anon founder and Not Boring Founders' first anon guest, is the founder of Abacus, a decentralized NFT appraisal protocol. Launched in late November, Abacus has already been used to appraise millions of dollars worth of NFTs, including multiple Bored Apes, an XCOPY, and a Parallel. In this conversation, we discuss: - Why go anonymous as a web3 founder? - How Medici got into web3 and launched a protocol in under a year. - The Abacus appraisal process. - On-chain appraisal as a job. - What will NFTs represent in the future? You don't want to miss this one. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Dec 29, 202139 min

S3 Ep 10Not Boring Founders: Brandon Arvanaghi, Meow

Brandon Arvanaghi is the CEO of Meow, which lets corporate treasuries play offense with their balance sheets by offering potential 4% yields via crypto lending. We discuss: The importance of building compliance-first. Building a crypto-native financial institution. How it's possible to get such high yields with crypto. Building in-house versus plugging into existing DeFi protocols. How and why such a serious company picked the name Meow. I couldn't be more excited to have invested in Meow, and I think you'll understand why after listening. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Dec 15, 202126 min

S2 Ep 70The Best is Still Yet to Come

I only have one prediction to make for the next year: If you thought that 2021 was wild, 2022 will make it look normal. The best is still yet to come. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Dec 13, 202114 min

S2 Ep 69The Pareto Funtier

Web3 is a vortex for talent, money, culture, and brainspace. I’ve been trying to figure out why, and explain it in the simplest terms. I think I have it, my tailwit explanation: Web3 pushes out the Pareto Funtier. The Pareto Funtier is the set of options at which you can’t have more fun without making less money or can’t make more money without having less fun. Web3 pushes it out by baking money into fun things and fun into money things. We'll cover examples in play-to-earn gaming, NFTs, and DAOs. Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Dec 6, 202122 min

S3 Ep 8Not Boring Founders: Regy Perlera, Seasons

Regy Perlera is building the future of retail with Seasons, an access-oriented rent-to-own platform for men. What most impresses me about Regy is that Seasons, which is very much designed for a world in which people go out, came out of COVID even stronger, and with a broader vision, than when the company started. We'll cover that story, along with: - Lessons learned from Rent the Runway - How to stay ahead of the fashion curve - Whether and how Seasons is thinking about web3 - Regy's #1 piece of advice for founders I think this is going to be a public company one day, and Regy is a world-class founder with experience at Nike and StockX. You don't want to miss this. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Nov 29, 202136 min

S2 Ep 68Idea Legos

Chris Dixon tweeted that "Composability is to software as compounding interest is to finance." Money builds on money; software builds on software; the results are exponential. While it's harder to measure or intuit, the same is true for ideas. Each new idea is an idea lego. Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Nov 22, 202114 min

S3 Ep 7Not Boring Founders: Alexa Grabell, Pocus

Alexa Grabell is the co-founder and CEO of Pocus, a product-led sales platform backed by First Round Capital. Alexa started the company while getting her MBA at Stanford GSB based on her experience leading up sales strategy and operations at Dataminr. We discuss a wide range of topics including defining a new category, setting up a co-founder relationship for success, how to get the most out of early design partners (and what a design partner is), and how companies can add product-led sales to their toolkit. This one is packed with wisdom and practical insights. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Nov 16, 202141 min

S2 Ep 67Let's Buy the US Constitution

As we speak, thousands of people are contributing funds to the ConstitutionDAO in order to win a copy for the last remaining private copy og the US Constitution when it goes up for auction at Sotheby's on Thursday night. It's expected to fetch roughly $20 million. We'll cover the backstory, what a DAO is, and the significance of a group of people using web3 tools to buy the US Constitution together. You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Nov 16, 202127 min

S2 Ep 64Discord: Imagine a Place...

Imagine a place... Built for gamers Home to everyone playing the Great Online Game Has 150 million MAUs Generates $130 million in revenue Is a web3 sleeper This week, I teamed up with Mario Gabriele of The Generalist to tell Discord's story. You can read the full piece here. We cover: The circular origin story. Discord’s lore involves more headfakes and false starts than almost any other business. A dizzying product. Discord can be hard to understand, especially for aged millennials like Packy and me. We do our best to dissect the chaos of Discord’s chat. A forking user base. Though it began as a tool for gamers, Discord is now widely used. We’ll talk about its primary constituencies. Slow monetization. While it has grown rapidly, Discord’s been conservative when it comes to extracting money from users. The web3 opportunity. Discord has become the platform-of-choice for web3 entities, but it doesn’t seem to have totally won over hearts and minds. The company needs to capitalize on its lead and protect its positioning. We have some ideas. The Great Online Game. How Discord has become the home for those learning, living, and winning on the internet. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Nov 8, 202151 min

S3 Ep 6Not Boring Founders: Jack Alton, Neuro-ID

Neuro-ID is a real-time behavioral analytics tool that analyzes all of our very human and unique taps, clicks, and swipes to help its customers fight fraud and better understand their customers. The company, based out of beautiful Whitefish, Montana, announced a $35 million Series B yesterday, in which Not Boring Capital is participating. I sat down with CEO Jack Alton to discuss: - What Neuro-ID does - Transitioning from fighting fraud to a wide range of use cases - The unlikely advantage of the Whitefish HQ - How the Series B came together - What the company plans to do with the money - How to do a founder --> outside CEO transition right. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Nov 5, 202122 min

S2 Ep 65Minimally Extractive Meta

Last week, Facebook announced a rebrand to Meta and an all-in bet on the Metaverse. Zuck said all of the right things about openness and interoperability. The question people are asking is, "Can we trust him?" The more interesting question is, "Do we even need to?" In a world in which people are more used to ownership of their digital assets and identity, Meta’s best strategy will be to operate more like a Minimally Extractive Coordinator than an extractive platform. To reach its full potential, Meta needs to disrupt Facebook by turning itself into something that behaves more like a protocol than a platform. Plus, Meta will be a better influence on the Metaverse than Apple. You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Nov 1, 202142 min

S2 Ep 63Sc3nius

Since February, I’ve been writing an accidental series on how web3 is impacting culture, work, and the way that we all interact with each other. Power to the Person was about how technology is empowering individuals as the new atomic units of commerce, The Great Online Game was about how the internet blurs the line between work and play for those individuals, and The Cooperation Economy was about how we play the game as teams of individuals or small groups. This essay goes one layer up to figure out how it all fits together: we’re all part of a great global Scenius. We’re all gonna make it. Let’s call it the WAGMI Scenius. You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Oct 25, 202139 min

S3 Ep 6Not Boring Founders: Lauren Rothwell, Retrera

Lauren Rothwell is the co-founder and CEO of Retrera, a platform for remote employee engagement that makes it really easy to host team offsites and retreats. Every founder that I talk to with remote employees, even those who have offices, is organizing at least one offsite per year, and often one per quarter. They love getting the team together in a new location to build bonds, but organizing it all can be a huge headache full of hidden costs. Retrera makes that simple, with one tool to survey employees, book hotels, organize meals, purchase flights, and even follow-up to get feedback from employees and track their engagement over time. The corporate offsite market is massive -- something like $27 billion annually and $12 billion just for tech companies -- and Lauren is taking the smartest approach I've seen to bringing order to it. Before Retrera, Lauren studied math & econ grad from Trinity College Dublin, traded at Goldman Sachs, and went to business school at Stanford GSB. Her co-founder, Chirag, was an engineer at Airbnb and Facebook. Their skill is evident in the product and the growth they've seen: in just two months live, they've done 14 offsites for over $1 million in GMV. They're making remote work more fun and engaging. Your team should do a retreat. Go book a Retrera. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Oct 19, 202141 min

S2 Ep 61Playing Solo Games

Not Boring Capital has invested $8 million in 79 companies over its first two quarters. That's fast. This weekend, I sent an LP Update to Not Boring Capital's LPs. In this episode, I share the update with a particular focus on Not Boring Capital's strategy and the trade-offs I need to make to lean into my comparative advantages and away from areas where I'm weaker. You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Oct 18, 202128 min

S2 Ep 60ScienceIO: The Model of Everything

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ScienceIO decodes the language of medicine to unlock the full potential of healthcare data. Its industry-leading clinical Natural Language Processing (NLP) platform structures data in real-time to enable search, analysis, and insight generation. Not Boring Capital invested in ScienceIO's $8M seed round, and in this episode, I'll explain what they do and why I invested, covering: The Investment Thesis The Challenge: Unstructured Zettabytes The Team: Building on a Strong Foundation The Products: The Model of Everything The Business: 💰📈 The Future: Patient 360 and Healthcare Infrastructure You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Oct 14, 202127 min

S3 Ep 5Not Boring Founders: Ayush Jaiswal, Pesto

Ayush Jaiswal is the founder and CEO of Pesto, a Not Boring portfolio company that connects companies with the most valuable resource in the world: engineers. Ayush founded Pesto because he realized that remote was coming even before COVID, and that companies working anywhere meant that they could hire the best talent from anywhere. He also saw that in India, his home country, some of his friends who were talented engineers were making a fraction of what they could working for a western tech company. Pesto fixes that, identifying top engineers globally, starting in India, training them on soft skills, and matching them with higher-paying tech jobs. And it's working -- the average Pesto developer makes 4x what they made before Pesto and hiring companies come back to hire as many as 12 (and soon 30) Pesto developers. We discuss: - What remote will look like - How to identify top engineers - Expanding into web3 - Why Pesto has focused on growing within existing clients - How to hire Pesto engineers Listen, or if you just want to hire an engineer right now, go check out Pesto to see profiles of available developers today: Try Pesto. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Oct 7, 202143 min

S3 Ep 4Not Boring Founders: Nick Greenawalt, Wanderers

Nick Greenawalt is the co-founder of Wanderers. I've become obsessed with Wanderers since discovering it a couple of weeks ago. The current batch of 8,888 NFTs are 8 second animations of space ships hyperdriving through space at warp speed, soundtracked by spacey music. That's just part one of Phase I of the Wanderers master plan. Next up: every Wanderer holder gets a free planet NFT dropped in their wallets. Beyond that await avatars, mysteries to solve, and a big story to tell. There's also a thriving Discord that's the second thing I check every morning after Twitter. Wanderers has resonated with me more than any NFT project to date, and after talking to Nick, I'm only more excited about what's in store. After you listen, I think you'll understand why. Seeing is believing, though. Check Wanderers out on OpenSea and join the Discord to experience it for yourself. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Oct 1, 202148 min

S2 Ep 59Existential Optimism

Power is shifting from institutions to individuals. Remote work, web3, the Great Resignation. When careers, jobs, or institutions are no longer as reliable a source of meaning as they once were, how do we find our own meaning? How do we keep it all from spinning out of control? Today, we're waxing philosophical. We'll explore Existentialism, Jean-Paul Sartres, and why now might be a good time for an existential comeback. No doctrine is more optimistic, since it declares that man's destiny lies within himself. Read the full post at Not Boring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Sep 27, 202116 min

S3 Ep 3Not Boring Founders: Reed McGinley-Stempel & Julianna Lamb, Stytch

Going from 0 to 1 -- taking your company from idea to real live working product with customers -- is hard. In this special edition of Not Boring Founders, Packy and Thrive Capital's Gaurav Ahuja sit down with Stytch co-founders Reed McGinley-Stempel and Julianna Lamb to discuss how they've done it. In the past 18 months, they left their jobs at Plaid and Very Good Security, raised money from Benchmark, Thrive, and other top funds, hired an all-star team, built a passwordless authentication API and SDK, and sold to their first wave of customers. We cover: How to make the leap from secure job to startup The importance of clarity of thought How to raise money from VCs How to hire top engineers Why you should go slow to go fast If you're a developer, you should check out Stytch. It's user infrastructure for modern applications. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Sep 24, 202156 min

S2 Ep 58Absolute Unit

Unit is a banking-as-a-service (BaaS) platform that lets tech companies embed financial features into their products. It's growing spectacularly fast and has raised over $70 million from some of the leading investors in fintech since its founding in July 2019. What makes Unit special is that it believes that tech companies with existing distribution are in the prime position to grow fintech over the next decade, and makes it as easy as possible for them to offer banking services to their customers by handling tech, bank relationships, compliance and more. We'll cover: The Fintech Apps-Infrastructure Cycle Meet Unit Standing out in the Competitive BaaS Space Unit’s Growth and Opportunity This is a sponsored deep dive x investment memo. Not Boring Capital a proud investor in Unit. Read the full piece at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Sep 23, 202128 min

S2 Ep 58Crypto Bezos

What kind of company would Jeff Bezos start if he were 30 years old today? We look back at four '90s Bezos interviews to try to figure out what he would look for and how he would approach starting a company today. (Hint: it's probably a crypto company). Read the full post at Not Boring. Give your answer and join the conversation on Twitter. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Sep 20, 202130 min

S3 Ep 2Not Boring Founders: Chris Toy, MarketerHire

Chris Toy is the co-founder and CEO of MarketerHire, a talent marketplace for the world's best marketers. MarketerHire is quietly putting up some all-time great growth numbers and is perfectly positioned to help companies and talented people make the transition to the future of work -- not just where we work, but how we work. We dive into Chris' background, why marketing is the Apex predator of internet jobs, and how to build and grow a marketplace. Today's episode is brought to you by Cometeer. Find out why it's a new day on earth for coffee, and get 50% off your first order at cometeer.com/notboring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Sep 16, 202153 min

S2 Ep 55The Interface Phase

We shape our interfaces; thereafter, they shape us. Today, we’ll explore how those new interfaces and spaces might bring web3 mainstream: The Apps-Infrastructure Cycle An Incomplete History of Interface SuperCycles Web3 Interfaces Into the Future We'll dive into web3 worlds like Cyber, Decentraland, The Sandbox, and Somnium Space and wallets like MetaMask, Phantom, and Rainbow to guess what web3's native interface might look like. Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Sep 13, 202132 min

S2 Ep 53Solana Summer

Solana is one of the most valuable and fastest growing blockchains in the world. It can handle over 65,000 transactions per second, and transactions cost a fraction of a cent. Over the past few months, both the price of SOL, its token, and developer activity on top of Solana have exploded. Today, it has a $21.5 billion market cap with over 300 projects built on Solana. It's a leading contender to join Bitcoin and Ethereum in the blockchain pantheon, and to bring the next billion users into crypto. In this sponsored deep dive, we cover: The Core Questions Solana’s Story How Solana Works Solana’s Orbit The Ecosystem Case Studies: Star Atlas, Saber, Audius How Value Accrues to Solana Bull Case for Solana Bear Case for Solana Solana Summer You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Aug 24, 20211h 4m

S2 Ep 51Story Time: The Progressive Decentralization of Narrative

The way that companies tell stories and build narratives is changing -- from top-down storytelling to bottoms-up narrative-building. Because they're such empty vessels for narrative, NFT projects like CryptoPunks and Degenerate Ape Academy make a useful study. We’ll cover: From Storytelling to Narrative Building Narrative in Venture Capital and Startups Lessons from Crypto Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Aug 16, 202121 min

S2 Ep 51Lithic's New Customer

You may not know Lithic. Until recently, it was called Privacy.com. In May, it announced an Amazonian move: delivering the card issuing & processing infrastructure it built for itself via an API. Now, it's worth $800M and growing like a card rocket. This is a fun one. We'll learn about Lithic's pivot using the framework that Ben Thompson laid out in The Amazon Tax. Build primitives, incur high fixed costs, expose primitives via API, get increasing returns to scale. Read the full post at Not Boring here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Aug 12, 202141 min

S2 Ep 50Equi: Is That a Family Office in Your Pocket?

Equi is building one of the most impressive investment tech products I've ever seen. The problem: Institutions & family offices have 50% in alternatives. Individuals have <6%. And portfolios that includes non-correlated alternative assets tend to outperform the traditional 60/40 portfolio dramatically. The solution: Equi behaves like an alternative Fund of Funds in your pocket, providing non-UHNW investors access to a portfolio that would normally take at least $90M to construct. We cover: Re-Building a Modern Portfolio: Why 60/40 Doesn't Work Anymore Meet Equi: The Family Office In Your Pocket How Equi Invests: Pushing Out the Efficient Frontier by Backing Great Managers Democratizing Access to the Private Markets: Combining tech, legal, and human creativity to deliver great investing at scale You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jul 29, 202136 min

S2 Ep 49Pinduoduo: Together, More Bull, More Bear, More Fun

Pinduoduo is the fastest company in history to reach both $5 billion in revenue and a $100 billion market cap. The Chinese ecommerce platform, famous for popularizing the team buying and consumer-to-manufacturer (C2M) model, was the talk of the town last summer, and it's had an even more fascinating intervening 12 months. I teamed up with Lillian Li of Chinese Characteristics to go deep, and give the bull and bear cases, including: A Brief History of Pinduoduo What Does Pinduoduo Do? Can PDD’s Model Work in the West? Recent Developments: Leadership, Grocery, Agriculture, and Payments The PDD Bull Case -- Packy The PDD Bear Case -- Lillian Beyond Pinduoduo You can read the full piece at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jul 26, 202157 min

S2 Ep 48Axie Infinity: Infinity Revenue, Infinity Possibility.

Bet you've never seen something like Axie Infinity. April: $670k revenue May: $3M June: $12.2M July (18 days in): $79.1M Axie is a blockchain-based, Pokémon-like game pioneering a Play-to-Earn model. People work by playing video game. It looks cute. It's so much more. You can read the full post at Not Boring here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jul 19, 202150 min

S3 Ep 1Not Boring Founders: Saad Alam, Hone Health

This is the first episode of a new series we're doing: not boring founders. It's a behind-the-scenes look at the companies I'm backing with Not Boring Capital, from the mouths of the founders building them. We'll talk about their products, but we'll also dive deep into how the businesses work, how they think about company building, and the strategies they employ to win. For our first episode, I'm talking to Saad Alam, the founder and CEO of Hone Health. Hone treats men's hormone imbalances and low testosterone by providing access to at-home lab testing, physician consultations, and medication such as Testosterone from the comfort of your home to get your SPARK BACK & BE YOUR BEST. It's also a fast-growing business that needs to get a lot of really hard things right. Saad is a phenomenal CEO, and you'll learn a lot from him about building and optimizing your funnel, branding, and how to get men to actually engage. NOTHING IN THIS PODCAST IS MEDICAL ADVICE If you'd like to learn more, check out Hone. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jul 13, 202143 min

S2 Ep 47Unit21: No-Code, Much Power

Unit21 builds modern infrastructure for activity monitoring. It just raised a $34 million Series B from Tiger Global at a $300 million valuation to expand from its first use case -- AML / fraud -- to serve the wide variety of use cases in which operators and analysts write and deploy business logic. The company is bringing AI/ML to the people. We'll cover: Founder-Market Fit Meet Unit21 One Platform, Many Use Cases Initial Market: Fighting Financial Fraud Growth and Tiger and Growth, Oh My! When I Needed Unit21 Blue Check and Beyond Trade-Offs and Challenges AI/ML to the People You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jul 8, 202135 min

S2 Ep 46Not Boring: Ask Me Anything

We're switching it up this week. I asked Not Boring readers for questions on Twitter, and I answered ten of them. Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jun 28, 202127 min

S2 Ep 45NexHealth: The Secret 3-Step Master Plan to Cure Healthcare

NexHealth is a $400 million startup with a three-part master plan to accelerate innovation in healthcare: First, build a SaaS product for healthcare SMBs, starting with dentists, like Shopify. Then, use the integrations it accesses in step one to build APIs for healthcare, like Plaid. Then, use the doctors and patients and developers it acquires in steps one and two to build a three-sided platform, like Microsoft. You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jun 24, 202134 min

S2 Ep 44Scale: Rational in the Fullness of Time

Scale is a 5-year-old company building infrastructure for AI & ML. Already, it's achieved a lot: $100+ million in ARR, $7.3 billion valuation, and customers like the DoD, Lyft, Airbnb, & OpenAI. Today, we cover: The State of AI and ML Getting to Scale Scaling Like Stripe The Bear Case for Scale The Bull Case for Scale Scale’s Compounding Vision You can read the full post at Not Boring here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jun 21, 202147 min

S2 Ep 42Cometeer: A New Day on Earth for Coffee

Cometeer makes my favorite coffee. I drink three a day. They arrive frozen, with the flavor locked in, and I just add water. Today, in this Sponsored Deep Dive + Investment Memo, we cover: Founding Story and Team: Cometeer Co-Founder and CEO Matt Roberts used to be a Dunkin’ guy, until he went abroad and met George Howell, who turned him on to the good stuff. He and his Co-founder/CTO Doug Hoon have built a stellar team. Market: Coffee is a $94 billion market in the US alone, and there’s a lot of room for improvement. Cometeer has the chance to do to coffee what craft beer did to beer. Product: Cometeer is legitimately great coffee. The magic is in the how. Mission: The why is important, too. Cometeer wants to pay farmers more, promote independent roasters, and stop throwing pods into landfills. Challenges: Brewing and sourcing great coffee at scale is hard. Cold supply chain is hard. Opportunity: Cometeer has the chance to redefine normal peoples’ expectations around coffee and become a platform for the world’s best coffee. You can read the full piece at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jun 17, 202130 min

S2 Ep 41Zero Knowledge

Zero-knowledge proofs let someone prove that they know or have something without giving up any information about what they know or have. ZKPs have the potential to eliminate a major trade-off inherent in living, working, and transacting online: the convenience, speed, reach, and scale of the internet in exchange for our privacy. They also allow for nuance in a privacy landscape that’s often black-and-white. I teamed up with Jill Carlson to glimpse into future of ZKPs and their implications by covering: What Are Zero-Knowledge Proofs? The History of Zero-Knowledge The Upside of Hype The Privacy Spectrum Applications of Zero-Knowledge Systems The Zero-Knowledge Design Space You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jun 14, 202131 min

S2 Ep 40Cityblock Health: The Vertically-Integrated, Value-Based Arbitrageur Fixing Healthcare

Medicaid is a $613 billion market that, as of 2017, had only attracted $20-30mm in VC funding. That left a massive, if complex, opportunity for someone willing to vertically integrate, take risk, and treat the whole person. Meet Cityblock Health. Cityblock is literally keeping people out of the hospital and saving lives -- the things that make the company tick are the same: big market, business model with positive unit economics, and an innovative product, powered by technology. We’ll use that framework to understand Cityblock: The Market: Demystifying Medicaid. The Business Model: Value-Based Care. The Product: Treating the Whole Person. Strong Early Results Challenges The Future of Cityblock, and Healthcare Read the full post here. And go work at Cityblock: check out jobs here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jun 10, 202138 min

S2 Ep 38The Cooperation Economy

Cooperation is the winning strategy in the Great Online Game. In this episode, we'll discuss why power is shifting from individuals to institutions, and how individuals can team up to accomplish bigger things together than any can alone. We'll cover: The Big Smile LeBron and Super Teams Liquid Super Teams The Cooperation Economy in Action Cooperation as a Strategy You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jun 7, 202135 min

S2 Ep 37Melio: Disrupting the $25 Trillion B2B Payments Market, By the Books

Melio, which has raised $256 million and was recently came out of stealth valued at $1.3 billion by Coatue, makes it easy for SMBs to pay each other. It's a Venmo-like experience on the front, with powerful tech in the back-end. It's also executing brilliantly on the disruption playbook. Today, we’ll look at Melio’s story, product development, viral growth, and future through the lens of disruption. It’s rare that you get such a clear view of disruption playing out in real time. This one’s going to be in the textbooks. We’ll help the professors get started by covering: Disruption by the Book Meet Melio Started from the Bottom Viral Growth Stripes, Squares, and Settles, Oh My! Melio’s Future You can read the full post, and subscribe, at notboring.co --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

May 27, 202126 min

S2 Ep 36Own the Internet: The Bull Case for Ethereum

What if I told you about a business that: Has strong network effects Grew revenue 200x YoY Is preparing to offer a 25% dividend About to implement a permanent share buyback program? That's pretty much Ethereum. This episode is my bull case on Ethereum. It is not financial advice. Read the full post at Not Boring. Intro Song: I Will Derive - Ethereum --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

May 24, 202147 min

S2 Ep 35Prescription Drug Commercials: Why Are You the Way You Are?

Prescription drug commercials are confusing. People eating ice cream while a voiceover talks about herpes. The Cialis couple in the bathtubs in a field (backstory revealed below). The long list of side effects that seem much worse than whatever disease the advertised drug claims to cure. I asked Nikhil Krishnan, the man behind healthcare newsletter/community/novelty product shop Out-of-Pocket to explain why they are the way we are. He covers: Why Do Pharma Companies Market to Consumers? What Are the Rules Around Marketing to Consumers? Pharma Marketing is Evolving So... Is Marketing to Consumers Bad? You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

May 13, 202114 min

S2 Ep 34The Great Online Game

We’re all playing a Great Online Game. How well we play determines the rewards we get, online and offline. The Great Online Game is played concurrently by billions of people, online, as themselves, with real-world consequences. Your financial and psychological wellbeing is at stake, but the downside is limited. The upside, on the other hand, is infinite. We cover: What is a Video Game? The Great Online Game Meet the Players How Crypto Supercharges the Game How to Play the Game Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

May 10, 202120 min

S2 Ep 33Truework: A True Strategy Masterclass

Truework is building the verified identity layer for the internet, starting with employment and income verification. The company has raised $45 million from Sequoia, Founders Fund, Khosla, and Activant, and is executing on a brilliant 10-year plan to win you back control of your most sensitive personal information. We cover: Meet Truework How to Win a Legacy Industry Regulatory Counter-Positioning The Verified Identity Layer Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

May 6, 202126 min

S2 Ep 32A Not Boring Conversation with Clint Kisker

When Packy auctioned off his Power to the Person essay as an NFT that split proceeds with the people whose work Packy cited, Clint won the auction with a 2.19 ETH bid. We had to talk about it, and I'm glad we did. We covered: The psychology of NFT buying The future of media and entertainment How Clint sees Web3 and crypto changing the relationship creators have with their audiences And so much more... Follow Clint on Twitter --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

May 4, 202134 min

S2 Ep 32Transforming Tata

I teamed up with Mario Gabriele, the author of The Generalist, to study Tata Group, the 152-year-old Indian conglomerate with public subsidiaries worth a combined $234 billion. We cover: Tata’s rich history, beginning with the opium trade The complexion of a messy conglomerate The necessary moves to perpetuate the dynasty Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

May 3, 202142 min

S2 Ep 31Martha Stewart's Reign of Relevancy

In today's Not Boring Guest Post, Ali Montag writes about the original multi-channel creator: Martha Stewart. For more than five decades, Martha Stewart has evolved to stay one step ahead of the curve. Montag writes, "Martha Stewart has, over the course of a 50-year career, with mystically perfect timing, refashioned herself from Wall Street stock broker to Connecticut catering chef, from the U.S.’s first self-made woman billionaire to a yoga-teaching inmate in federal prison, from a scandal-tainted villain to renewed brand icon, and from the picture of propriety to Instagram’s latest thirst trap." You can read the full post at Not Boring. Read more of Ali's writing at the Newsletter Crew Newsletter. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Apr 29, 202118 min

S2 Ep 30Startup Stock Option Options with Secfi

In 2020, startup employees left $4.9 billion on the table by not exercising their pre-IPO options. Employees at Snowflake, Airbnb, and DoorDash missed out the most. Most of that can be fixed with a little eduction, so today, in this sponsored post, we're going to explore startup stock options: How Startup Equity Works Why Employees Don’t Exercise Options Exercise Options Meet Secfi The CAC Arbitrage Secfi’s Vision Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Apr 22, 202131 min