Companies are a sequencing of loops. While it’s possible to stumble into an initial core loop that works, the companies that are successful in the long term are the ones that can repeatedly find the next loop. However, this evolution is poorly understood relative to its existentia...
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As always remarkably impressed by vitalik's writing. Do think he's writing at a level that few are matching in discourse with him, which is shame.

Personally, I think two additions that it's not clear market has consensus on are
1. is financialization a core attribute or a tempo twitter.com/VitalikButerin/status/1442039126606311427
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In the inaugural* episode of Closing the Loop. Kevin interrogates Eugene about why he felt TikTok was important enough to inflict three (THREE) essays on us about it Closing the Loop is a video series by Eugene Wei and Kevin Kwok. It's a testament to the lengths people will go to avoid finishing wr
www.youtube.com 86 min
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In Formula 1 racing, you can win a world championship as a driver with one team but then not even make the top 10 without that team’s car and infrastructure. Venture can often feel like this, too. Many top performing VCs would struggle if they weren’t on their firm’s platform. And...
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The Rich Barton Playbook for winning markets through Data Content Loops Preface: This is part of a longer private memo analyzing Zillow and its recent shift towards Opendoor’s model. May publish rest of memo at some later point. But wanted to share first part, on Rich Barton and Z...
kwokchain.com
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Why Shake Shack and Super Duper have great Service. And what that means for tech. Danny Meyer opened Union Square Cafe in 1985. Since then, his Union Square Hospitality Group (USHG) has expanded to nearly 20 restaurants, encompassing Michelin-starred fine dining at The Modern to c...
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The shifting sands of tech IPOs If the IPO process is like a debutante ball, the top investment banks are akin to a finishing school. They help gussy up companies, teach them proper manners like how to do GAAP accounting, and bring them around to call on prospective investors and...
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If you are reading this blog post (or email) you definitely already know about Reforge. For the past couple of years, I’ve worked closely with Casey Winters (CPO at Eventbrite), Fareed Mosavat (ex-Dir Product Growth at Slack), and the Reforge team on a cohort-based program called...
kwokchain.com
If you follow my blog, then you likely follow Eugene Wei on twitter. Eugene and I have started a new video series, Closing the Loop. You can find it here on Youtube. Some of the topics include: Graph Design and the Limits of Social Graphs Unconstraining Emergent Creativity Decentr...
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Just a reminder that today February 19th is the last day to submit your Reforge application to join me in the Spring 2021 cohort of Advanced Growth Strategy. [Last Call to Apply to Reforge] The team has received over 9,000 applications from participants in companies like Airbnb, A...
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How Figma and Canva are taking on Adobe—and winning In 2010, Photoshop was ubiquitous. Whether you were editing a photo, making a poster, or designing a website, it happened in Photoshop.  Today, Adobe looks incredibly strong. They’ve had spectacular stock performance, thanks to c...
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Every marketplace is unique. But every successful marketplace is unique in the same ways. Historically it’s very hard to find a successful marketplace that wasn’t built on an underutilized fixed asset. Airbnb is a canonical example of this. Someone has a guest bedroom. It’s always...
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