end of the beginning - KeynesYouDigIt/Knowledge GitHub Wiki

The End of The Beginning https://www.youtube.com/watch?v=RF5VIwDYIJk

Low capital, typical internet companies like social, search, and "info arbitrage" (cheaper flights) are not the future.

We are moving towards more capital intensive companies

see - Yelp (old or "the beginning") vs DoorDash (new)

Physical goods and highly sophisticated informational problems

Amazon was an example of old, and is now an example of new (bought trucks, reccomendation engine is 10x, GROCCeries, etc)

China in ecommerce and online grocerries is wayy ahead of US

How you buy changes what you buy

Vidya > hollywood now on opening weekend, and streaming/esports is a not small part of all that

revenue for watching vidya is so-so

these markets are Bosses, not henchmen. specially in healthcare. more time, coordination, *((bigger risk? sunk cost? What are the platforms that will ENABLE the above ^^^^!

WHATS going to win is hard to know but doesnt matter. www vs gopher vs ftp vs usenet vs telnet, for example. www did NOT start as the leader but eventually became that.