"Age of Miracles"

This week, I teamed up with Lillian Li, the author of Chinese Characteristics, to write about Agora. I took the bull case, and Lillian took the bear case. We cover: Agora’s History $API’s API China’s Livestreaming Boom What Agora Looks Like Today The Bull Case for Agora The Bear Case Against Agora Bull or Bear? Read the full piece at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

The first question anyone has when they hear about BlockFi is: “What’s the catch? 8.6% APY sounds too good to be true. That can’t be legit.” I went DEEP to understand how they do it, and it’s legit. Essentially, BlockFi arbitrages the fact that traditional finance and crypto don’t like to deal with each other. We'll cover: What Does a Bank Do? What BlockFi Does Stablecoins and 8.6% APY Grayscale Bitcoin Trust The Race to the Finance Super App The Offer Read the full post at Not Boring. Sign up for BlockFi. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

I'm minting a Not Boring essay, Power to the Person, as an NFT, auctioning it, and splitting the proceeds with the people whose work I referenced. In today's Not Boring, we discuss: Chris Dixon's canonical pieces: The next big thing will start out looking like a toy (2010) and What the smartest people do on the weekend is what everyone else will do during the week in ten years (2013) A new media model that rewards quality over quantity and virality. Experimenting with Web3 You can read the full post at Not Boring, including a link to the NFT auction. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Today, I'm sharing the Not Boring story as honestly as possible -- it often looks way easier from the outside -- with lessons I’ve learned on writing, growth, business models, investing, and creator psychology sprinkled in. We’ll cover: Getting Here: Per My Last Email → Not Boring Club → Not Boring Growth: Luck, Shares, Ups, Downs and Tommy The Writing Process and Psychology Business Model: Optimize for Growth and Opportunity The Not Boring Syndicate The Present and Future of Not Boring You can read the full post, including charts and a link to the subscription vs. ad model at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

If you're building a software company, you need security compliance certifications like SOC 2 and ISO 27001 to sell into large companies. It sounds boring and tedious, but it's fascinating. The story involves: - Russian hackers unleashing malware called NotPetya on the world and causing $10 billion in damages. - How startups are selling into large enterprises and big pools of revenue much earlier. - How to compete and win in a massive, nascent, non-winner-take-all market with high switching costs. - Why you keep hearing about SOC 2 on Invest Like the Best and The Twenty Minute VC. Secureframe, founded by Shrav Mehta and Natasja Nielsen in 2020, just raised $18 million from Kleiner Perkins to make security compliance faster, cheaper, and more effective. Read the full post at Not Boring Schedule a Demo with Secureframe --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

In this episode, Dror Poleg and I break down WeWork after the recent announcement that it's going public via SPAC at a $9 billion valuation. We cover: The Royal We. Adam Neumann was narcissistic and brash… exactly what was needed to shake up office real estate. WeStory. From 3,000 sq ft in Soho to millions across the world, fueled by an epic hype flywheel. From WeWork to We. Neumann pushed the company outside of office and into a little bit of everything. IPOh No! WeWork’s attempted 2019 IPO failed spectacularly thanks to unforced errors, and the company brought in new management, refocused, and trimmed down. WeSPAC. On Friday,Vivek Ranadivé’s BowX SPAC announced that it’s taking WeWork public at a $9 billion valuation. Side Note: Masa is a Genius Again. Masa is on a tear. WeWork breaking even would be the icing on his comeback cake. WeWork by the Numbers. The refocused WeWork is a straightforward business. The WeWork Bear Case. This time, maybe it’s the market’s fault. The WeWork Bull Case. WeWork survived, erased its mistakes, and is perfectly positioned to capture value in a more flexible world. Back to the Future. You know who would have been a perfect CEO for this market? Read the full piece on Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Today, On Deck is announcing that it’s raising a $20 million Series A led by Keith Rabois at Founders Fund with participation from Learn Capital, Chamath Palihapitiya, Slack Fund, Village Global, Eric Yuan, Fred Ehrsam, Allison Picken’s The New Normal Fund, Charles Hudson at Precursor Ventures, Adam D’Angelo, Jen Rubio, Elad Gill, Julia DeWahl, Henry Ward, Afton Vechery, Jules Walter, Eric Su, Julia Lipton, Scott Belsky, Anthony Pompliano, Bloomberg Beta, Dylan Field, Aarti Ramamurthy, and many, many more members of the On Deck community. We cover why On Deck has a chance to build a Stanford for the internet: On Deck Investment Thesis. Natively Integrated Education. Platform and Team Constellation. The On Deck Opportunity. You can read the full original post and subscribe at notboring.co. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

DAOs - Decentralized Autonomous Organizations - are the next stop down the Web3 rabbit hole after NFTs. We explore: - The DAO's $6.6b Hack - What's a DAO? - Coinbase vs. Uniswap - $UNI vs $SUSHI - Progressive Decentralization - 7 Powers Analysis - The Future Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Epidemic Sound just raised $450 million at a $1.4 billion valuation to Soundtrack the World. Spotify's Stream On event showed the company is ready to do battle with the labels. The time is right: Spotify should acquire Epidemic. We cover: Spotify’s Problem with Labels Spotify Streams On Enter Epidemic Sound Spotify x Epidemic Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

UserLeap helps product teams continuously discover customer needs and evaluate the user experience via short, highly targeted surveys (microsurveys) displayed contextually within the product. Companies use UserLeap to track NPS, iterate toward Product-Market Fit, improve onboarding, reduce churn, and make the myriad small improvements that make a great product. The magic of UserLeap is that it quantifies qualitative feedback by collecting rich, written responses, in real-time, and using machine learning to analyze and categorize the responses to pull out themes. In today's Sponsored Deep Dive, we cover: The Need for Speed The Modern PM Tech Stack vs. User Research Tools Meet UserLeap Building Moats in a Competitive Market UserLeap’s Vision: The Two KPIs Read the full post at Not Boring. If you're a product manager, user researcher, or anyone at a company with a website who works with customers, try UserLeap for free. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Edmund Zagarin is the co-founder and CEO of BidOps, a startup building strategic sourcing software powered by AI. We discuss the global supply chain, how survey design informs good procurement software design, and how college debate informs the way that Edmund approaches running a startup. Of course, we start out by asking Edmund to convince us that procurement is not boring. If you want to learn more about the intersection of AI and procurement, check out BidOps' March 24th conference, Optimal. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Excel may be the most influential software ever built. If you want to see the future of B2B software, look at what Excel users are hacking together in spreadsheets today. Excel’s success has inspired the creation of software whose combined enterprise value dwarfs that of Excel alone. There are two main ways Excel has set the broad roadmap for the B2B software industry for decades, and will continue to for years to come: The Unbundling of Excel. Hundreds of B2B startups have been built by taking a job currently being done in Excel and trying to accomplish the job in more optimized, purpose-built B2B software. Every time you hear an entrepreneur say, “We’re replacing siloed spreadsheets and outdated processes with purpose-built software,” you’re hearing the Unbundling of Excel in real time. Many popular SaaS applications fall in this category. And yet, despite being “unbundled,” Excel keeps getting stronger. Inspired by Excel. That resiliency has inspired entrepreneurs to look more deeply at what makes Excel tick, and why. Adventurous builders are creating new software that doesn’t unbundle Excel, but is Inspired by Excel. Excel’s balance of usability and flexibility can be found in popular no-code and low-code products created over three decades since Excel first graced the screen. This source of inspiration is less direct and more meta; it is less about recreating anything concrete that happens in Excel, and more about capturing the essence of what makes Excel so successful. We love Excel, everyone reading this probably loves Excel, and still, its impact is deeply underappreciated. Ben Rollert and Packy team up to cover: The History of Excel Excel as a Language The Lindy Effect Excel’s Limitations No-Code and the Unbundling of Excel Why Excel Will Never Die Read the original post at Not Boring. The audio edition is brought to you by Masterworks. Use promo code "not boring" to skip the 25k person waitlist. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Why is Jack Dorsey so much worse at being the CEO of Twitter than he is at being the CEO of Square? Marc Rubinstein and I teamed up to tackle that question, and came away thinking that maybe Jack doesn't run the two companies so differently after all. We cover: Jackground Back to Square One Putting the Network Into Square Old Twitter Twitter’s New Groove Back to the Original Question You can read the full post on Not Boring. Marc Rubinstein is a former financial sector-focused hedge fund manager who writes one of the best financial sector newsletters there is: Net Interest. Marc has written about everything from newer players like Ant Financial and Facebook’s Diem, to huge banks like Citi, to explainers on things that only industry insiders would know. You should subscribe now if you’re interested in … money. Subscribe to Net Interest --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Beacons is building a link in bio into a competitive space, and I think it's going to win. The link in bio is the point of leverage in the Creator Economy value chain, and Beacons' early growth indicates that they are building something that stands above the rest. In this episode, we cover: Meet Beacons The Creator Economy Value Chain and the Multi-SKU Creator Competition, Growth, and Moats The Beacons Vision and Opportunity Risks You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

It's been a wild month for the Passion Economy, crypto, and NFTs. While it feels frothy, and certain asset prices certainly are, I think it points to a larger future. This episode is a thought experiment based on three ideas: A main Not Boring theme that Genies don’t go quietly back into bottles. Chris Dixon’s famous line that “the next big thing will start out looking like a toy.” Ben Thompson’s idea that media businesses are the first to adapt to new paradigms because of their relative simplicity, and others follow later. The Creator Economy and NFTs are massive human potential unlocks. Even if certain assets are in a short-term bubble, we are on an inexorable march towards individuals mattering more than institutions. We’re on the precipice of a creative explosion, fueled by putting power, and the ability to generate wealth, in the hands of the people. Armed with powerful technical and financial tools, individuals will be able to launch and scale increasingly complex projects and businesses. Within two decades, we will have multiple trillion-plus dollar publicly traded entities with just one full-time employee, the founder. We'll cover: Creators’ Crazy Month The Creator Toolkit Coase and the Nature of the Firm The New Nature of the Firm The Age of Individual Influence To read the original piece, head over to notboring.co. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

AltoIRA makes it easy to invest in alternative assets like startups, real estate, private equity, and even crypto, all through your IRA. I sat down with Alto's CEO, Eric Satz, to talk about why he started Alto, what they're building, and what he wants the CEOs of Southwest and BlackRock to say about Alto in the future. To learn more and sign up for Alto, use the Not Boring link and an Alto team member will guide you through the process. Read the full sponsored deep dive over at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

It feels like we're in a tech bubble, but what if I told you that the best startups and non-FAAMG public tech companies are actually undervalued? In today's Not Boring, we cover a different way of looking at tech valuations, not P/E, P/S, or FCF Multiple, but Price/FAAMG, or the probability that younger tech companies can become as big as today's biggest. From that perspective, they're cheap... Amazon and Facebook have outgrown startup valuations at every stage over the past decade. Read the original and check out the charts and graphics at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

In this not boring guest post, Dan Teran, founder of Managed by Q and early stage investor, argues that while the pandemic looks like a boon to third-party food delivery companies, it's actually the beginning of the end. He weaves together strategic frameworks from Porter, Christensen, and Peter Drucker, plus actual restaurant data, to show that the current, integrated model is unsustainable, and that third-party food delivery is going to be unbunbled. Follow Dan on Twitter and Medium. Read the full post at Not Boring. Thanks to our sponsor, OpenPhone, which is building the business phone, reimagined. Check out OpenPhone to set your team up with professional phone numbers and an experience that is so much better than Google Voice. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Twitter is getting its groove back. Smart acquisitions and product development, in addition to foundational work that the company is doing, might change the bearish narrative that's surrounded the company for half a decade. We cover: Prof G vs. Twitter. Scott Galloway ripped the company and its CEO, Jack Dorsey, last week. It’s a good summary of the critics’ view, and a bullish signal. If I Ruled the Tweets. Twitter needs to focus on its power users and make products that help them share their ideas and make money. How Twitter Got Its Groove Back. Twitter grew usage, improved its ad product, and survived the election. Now it’s focused on what’s next with the acquisition of Revue and launch of Spaces. Twitter’s Creator Bundle. Twitter is in the best position to build or buy a bundle of tools for Creators. Plus, why I think it can beat Substack and Clubhouse. Changing the Narrative. Adding up the sum of Twitter’s parts. Read the full post at Not Boring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Brett Beller, my good friend and former Breather co-worker, was the first employee and practically co-founder at Drizly, which just sold to Uber for $1.1 billion. Brett tells the stories from Drizly's earliest days, goes deep on liquor laws, talks about why he sold a bunch of his shares a couple years ago, and walks through the emotional rollercoaster of learning that his company sold for $1.1 billion. Brought to you by Secfi, which helps startup employees make smarter decisions about their equity. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Supersapiens is energy management for athletes. It provides continuous glucose monitoring (CGM) via a biosensor and app, in partnership with Abbott. That partnership is a cornered resource that gives Supersapiens tremendous power. Over the past year, wearables and connected fitness tech have been on fire. Google bought Fitbit for $2.1 billion, Lululemon bought Mirror for $500 million, and WHOOP raised $100 million at a $1.2 billion valuation. I think that Supersapiens will be the next to join that group. In this not boring investment memo, we cover: Wearables and CGM Supersapiens Story and Product The Abbott Agreement Targeting Athletes (and Everyone is an Athlete) The Supersapiens Team Business Model and Early Traction Risks Opportunity To read the full post, and learn more about the opportunity, go to Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

If you've been wondering what's going on with GameStop, WallStreetBets, and Robinhood, I got you. This was inevitable once Robinhood introduced free options trading. Robinhood bet that it could introduce tremendous amounts of risk into the financial system, push all of it onto its users and the market at large, and insulate itself from the consequences. And it would have gotten away with it too, if it weren’t for those meddling kids! Read the full piece on Not Boring. Brought to you by Future: join our 21 workout challenge. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Dror Poleg, the author of Rethinking Real Estate, a good friend, and one of the longest-standing WeWork rationalists I know joins the not boring podcast on the heels of the WSJ report that WeWork may go public via SPAC. We discuss: - WeWork's history, from 2010 founding to failed IPO - Adam Neumann and SoftBank's Masayoshi Son - WeWork's business model, competitive advantage, and challenges - Why WeWork is healthier coming out of COVID than it was coming into it - Whether WeWork will be more valuable than Airbnb within two years - THE WEWORK SPAC and whether we're buyers at $10 billion. Follow Dror on Twitter and at drorpoleg.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Podz is revolutionizing audio - the very format you're listening to right now - by using machine learning to solve the seemingly intractable audio discovery challenge. I sat down with Podz CEO Doug Imbruce to discuss building social apps, selling his first company to Yahoo!, the state of the audio landscape, and how Podz is going to bring some order to the chaos. Download Podz now to try it out and fill out the beta survey to help the team improve the audio experience! Follow @ListenToPodz on Instagram and Twitter. Read the full essay on Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

You’re going to be hearing a lot more about Web3 (including DeFi), NFTs, and the Metaverse, so today, we'll try to define them and figure out how they fit together. What is Web3 and Why is it Important? Non-Fungible Tokens and Digital Ownership. NFTs in the Wild. The Size of the Metaverse Prize. The Open Versus Closed Metaverse. Crucible and The Direct-to Avatar Economy. The Value Chain of the Open Metaverse. You can read the full piece here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Masterworks is making blue-chip art, a $1.7 trillion asset class with strong returns, low volatility, low correlation, and increasing scarcity, investible. Listen to learn about the art market, the most expensive painting ever sold, what makes art valuable, and how you can invest in art with Masterworks. And if you want to explore for yourself, sign up for Masterworks with this link to skip the 25k person waitlist: Try Masterworks Read the full piece at Not Boring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Antara Health is a HealthTech startup based out of Nairobi, Kenya that is building virtual-first primary care for emerging markets. It’s reimagining healthcare by leveraging telemedicine, data science, and emerging markets payors’ and regulators’ willingness to try new models. When they succeed, they'll help close the insurance gap in the emerging markets, deliver better healthcare to the billion new members of the global middle class, and extend and improve lives. In this Not Boring Investment Memo, we'll cover: Extending and Improving Billions of Lives. Billions of people in emerging markets are uninsured, creating a vicious cycle in which illness leads to poverty. Radical Changes to a Massive Market. COVID made telehealth more prevalent worldwide, creating an opportunity to radically rethink healthcare. Antara: Natively Integrated Healthcare. Antara combines Health Navigation, telehealth, and data in a Natively Integrated approach to healthcare. Strong Early Traction. Antara completed a successful pilot in Kenya that showed strong engagement, scalability, value, and effectiveness. Antara’s Business Model. Healthcare doesn’t have to be complicated. Antara’s model generates recurring revenue, and it uses technology to lower costs as it scales. The Antara Team. The Antara team is world-class at exactly the things they need to be to reimagine virtual-first primary care company for emerging markets. You can read the full essay at Not Boring: Antara Health on Not Boring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Teamflow is a virtual office that makes remote work work. Led by Flo Crivello, a former Uber engineer who launched Uber Works and gig charging for Jump, Teamflow brings back the presence of being in the office, the energy of working in the same room, the spontaneity of hallway conversations — the joy of feeling like a team. Forget Zoom. Teamflow is what remote work should feel like. The way Flo and the Teamflow team are building is full of lessons for entrepreneurs. Learn how they're building in Zoom's virality with Slack's moats, for example, or how Flo spent two months of 13-hour days recruiting his dream team. Today, Teamflow is launching on ProductHunt. Go support them here: Teamflow on PH Sign up for Teamflow today, and use this link to move up the waitlist: Sign Up for Teamflow And read the full Memo here: Not Boring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Florent Crivello is the Founder and CEO of Teamflow, a virtual office startup that came out of stealth and announced a $3.9 million seed round led by some of the world's best early stage investors. Flo and Packy discuss how a late night at Uber sparked the idea for Teamflow, hiring world-class engineers and designers, the intersection of strategy and execution, and how Teamflow is like the best parts of Slack and Zoom. To sign up for Teamflow and move up the waitlist, join here: Sign Up for Teamflow Read the full investment memo at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Jack Ma is missing. $BABA is tanking. Ant Group's IPO is suspended. Government regulation (or worse) looms. But Alibaba continues to build an underappreciated, customer-centric juggernaut. There's never been a better time to go deep on Alibaba. This week's audio edition is brought to you by Masterworks.io. You can read the full original post on Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

New year, new me. For the first Not Boring of 2021, we're doing our first bear case. Bill dot com is the worst software I use to run Not Boring, & trades at the highest rev multiple of any BVP cloud stock. In 2021, bad B2B UX doesn't cut it anymore. We cover: 1. What is bill.com? 2. The bill.com bear case. 3. The Love-Hate Relationship with Work Software. 4. Killing a Baby Dictator. Read the full essay here: https://notboring.substack.com/p/bill-a-bear --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

After a wild 2020, I think the best is yet to come. We cover three reasons: The Markets Are Eating Up Technology. More demand for tech stocks means more innovation, more quickly. SPACs may be a good thing and IPOs unleash investment in the next generation. Cloud Companies. Entrepreneurs can build new types of highly-differentiated companies with global talent and increasingly useful software at their fingertips. The Passion Economy Writ Large. As software does more grunt work and employment becomes more liquid, people will pursue their passions. That will make them even more resilient the next time a crisis hits. You can read the full essay here: The Best Is Yet To Come --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Ramp is using its corporate card as a Trojan Horse into the CFO Suite, helping companies save time, money, and headache. Ultimately, it wants to help companies save money and build better businesses. Today, it announced that it raised $30 million and hit $100 million in transaction volume than any corporate card company in history. Read the full essay here: https://notboring.substack.com/p/ramp-the-card-sized-finance-team Sign up for Ramp and get $500 free for being a Not Boring listener here: https://ramp.com/partners/not-boring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

We all hate Facebook, but Zuck and Co are building a juggernaut whose business is undervalued relative to all competitor sets and which is attempting to pull off some fascinating moves in communication, commerce, and potentially... the Metaverse. Read the full post here: Everybody Hates Facebook --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Outfit is DIY Renovations in a box. Listen to hear the case for this early stage startup that's using software to scale architecture. Outfit's Website Read the full post here: Outfit: Not Boring Investment Memo --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

APIs are all around us, powering the products we use and love every day. Chances are, you're passingly familiar with the concept but have never gone deep. When Stripe and Shopify announced that they were deepening their partnership last week - that Shopify would use another Stripe API, Treasury, I figured it was time to dive in. You can read the full post on Not Boring. We cover: What Are APIs? The API-First Ecosystem Good Internet Strategy, Bad Internet Strategy Why Shopify is Smart to Build on Stripe and Twilio The Magic of API-First Business Models Twilio and Investing in API-First --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

The future of work is remote. Companies that want to compete for the best talent don't have a choice, the employees do. Luckily, better software and new hybrid physical models are on the way so that life doesn't become a never-ending series of Zoom calls until we die. Read the full post here and subscribe! https://notboring.substack.com/p/were-never-going-back --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

FEMSA is a 130-year-old Mexican brewery turned world's largest Coca-Cola bottler and the Americas' largest convenience store chain, plus a 15% stake in Heineken and a bet on the digitization of the Mexican economy. I teamed up with Post Market to write about the company's history, present, and future, and why we think it's so undervalued. You can read the full post here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

In this collaboration between Sari Azout of Check your Pulse and Not Boring, we cover crypto, equity financing, and programmable money. Fairmint is making it possible for companies to sell or give equity to all of their stakeholders as easily as adding an "Invest" button on their website. That could reshape who shares in upside, and even what types of businesses are possible. You can read the full post at https://notboring.substack.com/p/fairmint. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Slack's stock has been beaten down based on fears that Microsoft Teams is going to crush it and the fact that it hasn't benefited from WFH as much as Zoom. That narrative will break, and when it does, Slack will be valued like the top quartile SaaS company it is. Read the full post here: https://notboring.substack.com/p/slack-the-bulls-are-typing --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

After 50 years in darkness, there's a psychedelic renaissance underway. Psilocybin and other psychedelics may be our best weapons in the fight against mental illness. There's even a publicly traded psychedelic stock: Compass. Come take an auditory trip with me. Original post here: https://notboring.substack.com/p/the-magic-of-mushrooms --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

7.6 Lessons from Sam Hinkie and The Process, the Philadelphia 76ers innovative rebuilding process. Read the full post here: https://notboring.substack.com/p/trust-the-process --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Pipe solves Business-Funding Fit for recurring revenue businesses. The company created a new asset class, allowing businesses to sell their recurring cash flows to investors, often for $0.90-$0.95 cents on the dollar, to fund their growth without dilution or debt. You can read the full essay at https://notboring.substack.com/ If you run or work for a business with recurring revenues, sign up to see how much Pipe can send you today at: https://app.pipe.com/signup?ref=notsoboring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

The COVID-fueled rise of consumer investors may be here to stay, as spending shifts from things and experiences to investments, and new platforms allow users to invest in new and old asset classes with better user experiences. Read the full post here: https://notboring.substack.com/p/software-is-eating-the-markets --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

The Not Boring Syndicate is back with our fifth investment memo. Today, we're talking about SkillMagic, a startup building remote-native training for engineering teams. You can check out the full post at notboring.substack.com. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

The Indian conglomerate Reliance has historically vertically integrated, but it needs to loosen the reigns and become a growth stage investor to capture as much of India's growth in the next decade as possible. Full essay at notboring.substack.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Reliance Industries is the largest and most important company in India. It's also the best way for foreign companies to access the market. Over the past six months, it has raised over $25 billion from investors like Facebook, Google, KKR, Saudi Arabia, Silver Lake, and Abu Dhabi for its Jio and Retail businesses. Read the full post here: https://notboring.substack.com/p/reliance-gateway-of-india --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Today, in this sponsored post, we're talking about Fundrise, a company that lets anyone invest in a professionally managed real estate fund through an app. We go deep on the company and why Ray Dalio is such a big fan of diversification. You can read the original post and get all of the additional links I mention at notboring.substack.com. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

In this episode, we try to answer the question: Would it be possible to run a real business in a way that feels like playing a video game? Check out the original essay here: https://notboring.substack.com/p/secure-the-baag --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Every week, Mario Gabriele (the author of The Generalist) and I (the author of Not Boring) have a conversation and post it to YouTube under the Not Boring Generalists banner. We figured we'd put it here too, so you can listen while you walk, drive, or go to sleep. This week we discuss: - Our writing process - Why everyone is becoming an investor - Our favorite companies - What % of mammals we can outrun. Enjoy! --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message