I appreciate you taking the time to reply. I get your thoughts. I took a liberty because I experienced it. It can be a very small world. Does it only happen to me? It's surreal at times.
I am 67 years old. I've seen it all. My feedback is earned. I want our youth to recognize its brutal out there but worth every minute. As long as we learn.
1. * This is especially true at the consumer layer. There’s no room for “We’re an app that…”, and a few geeks in a garage building a billion-dollar business is likely a bygone era.
I disagree: I will build "The Everything App, for Your Giving". From my home in Bridgeport F'n CT.
Nobody has built the app for the mainstream public on mobile or Web3. Or a hybrid Web2/3. I will. This is a 50 billion beast. Or more.
4. Supertrend: I am one of those knowledge hounds. The insatiable quest for what I don't know. Intellectual curiosity is my superpower. But this is when you see and discover something no one can imagine like Steve Jobs with the touchscreen smart device.
Jobs didn't invent the GUI. Xerox did. Jobs innovated.
I didn't invent the GUI. But I invented and patented the Dynamic GUI on mobile. And two new dynamic GUIs. RWA tokenization and tokenized p2p mobile rapid payments. No one can imagine these yet. Even you!
IMO, these are ingredients for the next supertrend. Empowering 4 billion smart phone owners to be creators.
BTW, a further thought on Supertrends. Mario's recent newsletter spoke of identifying Supertrends. I get it. But he gave a shout-out to two people I resent. Perhaps I should keep my big mouth shut. But I suffered from their distortion reality field.
1)Jesse Walden- GP at Varient(VC firm) Former GP a16z. I tried connecting with this dude for 4 years. He's in your neighborhood. He checked out my LinkedIn profile but wouldn't open my deck. Wouldn't respond to any email. Nothing. He authored " progressive decentralization," which I am building. I get it, but he has zero intellectual curiosity and will NEVER spot a Supertrend. Mario is dead wrong. I question Mario now. He is not a good judge of people. All I wanted to do was connect and discuss Web2/3. Now Varient invested in Farcaster, which I have followed since its launch. I posted about Farcaster in my LinkedIn feed. Farcaster won't be a Supertrend. BTW, Jesses' GP partner Ji Lin is just as bad. She is a legend in her own small mind. Oh, the stories I have.
2. Rex Woodbury: You probably know Rex; Smart dude. I read his content but don't subscribe. He failed with his launch of Daybreak IMO. Rex is all talk. I tried to connect but he too declined. But he is searching for hot VC deals. Aren't they all? I commented on every Rex posting. They were all relevant to pledge. Every issue he wrote about dealt with pledge and my tech. I gather Rex didn't like my tone. I am a defiant determined founder. I was trying to get him to open his eyes. But he is a small thinker. He too will never discover a Supertrend.
I would never allow one dollar of theirs to ever be invested in pledge. I get them, but they shouldn't be VC's. Jesse/Rex and I are like water and oil.
The difference: You and Lenny respond to my posts and content. We get it. Mario never has.
Networking is how you spot a Supertrend. And build meaningful relationships. But some will never see the forest for the trees, which is the first sentence of the first slide of my deck. Which you looked at. You get it. That's why you are who you are. You earned my respect.
Have a nice weekend.
PS What was your wedding song?
PSS Re: The response from a paying customer who advises against MaMAA.
That's his opinion. He is dead wrong. Offer him his money back and tell your readers why. Be the leader. Tell your readers that watching the incumbents is critical to identifying the niches/trends they avoid that others can seize. Their history proves everything. It's not FB anymore; it's Meta. Today it is Nvidia, and tomorrow? Apple is getting beat down in the UK. They are modifying their NFC feature to accommodate 3rd party payment providers. Much with Apple will disrupt all of us. Their new AI initiative? Same with 3rd party mobile payment providers. And their 30% cut. The US government just ruled Google is a monopoly. How will they be broken up? Impact on small fries like Rumble and Duck-Duck-Go. The opportunities does this open the door to? And I could go on about Amazon.
Re #1 and the future of tech, I still agree with Noah's sentiment. Of course there will be outliers to the norm though, and those outliers will indeed create a ton of value. Perhaps Pledge...you have the vision, IP, and know-how.
And yea, networking is for sure a way to plug yourself into more of the right info (if you know who to network with) and connect some dots to find a trend. And re. trends, the real ones worth watching are the bigger changes...fads and trends are not the same. Fads are quick bucks, trends are enduring bucks.
Fair enough. Nobody knows until they know. I never close my mind or imagination. My curiosity took me on my journey. Then, only I can make the next decision or pivot. I don't consider myself smart, but well-informed. What's smart? A 160 IQ or deciding in 2010 to pivot to a mobile-first strategy. Then, stick with it and do the required discovery. Then, believe in yourself and not let anyone tear you down. Then, some luck enters the picture. I had to learn certain engineering to execute the required computer logic. I learned more. It's all learning. But you gain invaluable insight during the process. Never settle. And never stop growing. BTW, a super trend will find the crazy curious. You won't find it. It will find you. When it does, what do you do?
Jaryd, the back story of the MAMAA 'monsters' is irrelevant to your core audience, and their history is well known. Please focus on providing meaningful information that is valuable to your paying subscribers. When conducting these polls in the future, please run them with the paying subscribers to get a representative response.
Hey! I think that feedback re. MAMAA is spot on. I would not focus on story however, and would figure out if there is one or two main elements to hone in on that would be interesting. But I do prefer writing about smaller, less covered, companies for exactly this reason.
Re. the polling, unfortunately my paid readers represent less than 1% of my audience, and the deep dives do go out to everyone. Also, unless sending a dedicated email, frustratingly Substack offer no way to either segment polls by sub type, or even filter responses by sub type :(
Thank you for your feedback. That (re: polling) makes sense!
The most common thread between Meta, Apple, Microsoft, Amazon, and Alphabet is that all five were started at the beginning of the adoption curve.
There are still plenty of opportunities for those who 'missed the boat,' according to Peter Thiel (Zero to One):
"It's much better to be the last mover — that is, to make the last great development in a specific market and enjoy years or even decades of monopoly profits."
All fair feedback, and I see your POV for sure. I wouldn't want to write about something I didn't have a unique take on. For example, if I wrote about Meta, I wouldn't waste time talking about schools and the all-too-told story.
It would have to be something added to the convo, and concrete in usual HTG fashion.
Nonetheless, always appreciate your comments. Like the one from last week re. accessibilty.
Great content as usual but that Deep House music is 🔥
🪩
I appreciate you taking the time to reply. I get your thoughts. I took a liberty because I experienced it. It can be a very small world. Does it only happen to me? It's surreal at times.
I am 67 years old. I've seen it all. My feedback is earned. I want our youth to recognize its brutal out there but worth every minute. As long as we learn.
Thanks for mentioning https://productify.substack.com :)
Love gaming content. You playing anything yourself at the moment?
MAMNAA- Meta/Apple/Microsoft/Nvidia/Amazon/Alphabet
1. * This is especially true at the consumer layer. There’s no room for “We’re an app that…”, and a few geeks in a garage building a billion-dollar business is likely a bygone era.
I disagree: I will build "The Everything App, for Your Giving". From my home in Bridgeport F'n CT.
Nobody has built the app for the mainstream public on mobile or Web3. Or a hybrid Web2/3. I will. This is a 50 billion beast. Or more.
4. Supertrend: I am one of those knowledge hounds. The insatiable quest for what I don't know. Intellectual curiosity is my superpower. But this is when you see and discover something no one can imagine like Steve Jobs with the touchscreen smart device.
Jobs didn't invent the GUI. Xerox did. Jobs innovated.
I didn't invent the GUI. But I invented and patented the Dynamic GUI on mobile. And two new dynamic GUIs. RWA tokenization and tokenized p2p mobile rapid payments. No one can imagine these yet. Even you!
IMO, these are ingredients for the next supertrend. Empowering 4 billion smart phone owners to be creators.
BTW, a further thought on Supertrends. Mario's recent newsletter spoke of identifying Supertrends. I get it. But he gave a shout-out to two people I resent. Perhaps I should keep my big mouth shut. But I suffered from their distortion reality field.
1)Jesse Walden- GP at Varient(VC firm) Former GP a16z. I tried connecting with this dude for 4 years. He's in your neighborhood. He checked out my LinkedIn profile but wouldn't open my deck. Wouldn't respond to any email. Nothing. He authored " progressive decentralization," which I am building. I get it, but he has zero intellectual curiosity and will NEVER spot a Supertrend. Mario is dead wrong. I question Mario now. He is not a good judge of people. All I wanted to do was connect and discuss Web2/3. Now Varient invested in Farcaster, which I have followed since its launch. I posted about Farcaster in my LinkedIn feed. Farcaster won't be a Supertrend. BTW, Jesses' GP partner Ji Lin is just as bad. She is a legend in her own small mind. Oh, the stories I have.
2. Rex Woodbury: You probably know Rex; Smart dude. I read his content but don't subscribe. He failed with his launch of Daybreak IMO. Rex is all talk. I tried to connect but he too declined. But he is searching for hot VC deals. Aren't they all? I commented on every Rex posting. They were all relevant to pledge. Every issue he wrote about dealt with pledge and my tech. I gather Rex didn't like my tone. I am a defiant determined founder. I was trying to get him to open his eyes. But he is a small thinker. He too will never discover a Supertrend.
I would never allow one dollar of theirs to ever be invested in pledge. I get them, but they shouldn't be VC's. Jesse/Rex and I are like water and oil.
The difference: You and Lenny respond to my posts and content. We get it. Mario never has.
Networking is how you spot a Supertrend. And build meaningful relationships. But some will never see the forest for the trees, which is the first sentence of the first slide of my deck. Which you looked at. You get it. That's why you are who you are. You earned my respect.
Have a nice weekend.
PS What was your wedding song?
PSS Re: The response from a paying customer who advises against MaMAA.
That's his opinion. He is dead wrong. Offer him his money back and tell your readers why. Be the leader. Tell your readers that watching the incumbents is critical to identifying the niches/trends they avoid that others can seize. Their history proves everything. It's not FB anymore; it's Meta. Today it is Nvidia, and tomorrow? Apple is getting beat down in the UK. They are modifying their NFC feature to accommodate 3rd party payment providers. Much with Apple will disrupt all of us. Their new AI initiative? Same with 3rd party mobile payment providers. And their 30% cut. The US government just ruled Google is a monopoly. How will they be broken up? Impact on small fries like Rumble and Duck-Duck-Go. The opportunities does this open the door to? And I could go on about Amazon.
Re #1 and the future of tech, I still agree with Noah's sentiment. Of course there will be outliers to the norm though, and those outliers will indeed create a ton of value. Perhaps Pledge...you have the vision, IP, and know-how.
And yea, networking is for sure a way to plug yourself into more of the right info (if you know who to network with) and connect some dots to find a trend. And re. trends, the real ones worth watching are the bigger changes...fads and trends are not the same. Fads are quick bucks, trends are enduring bucks.
Gene, the difference between you and me is that I am not as smart as you are, I don't waste my time on supertrends, and I don't piss against the wind.
Fair enough. Nobody knows until they know. I never close my mind or imagination. My curiosity took me on my journey. Then, only I can make the next decision or pivot. I don't consider myself smart, but well-informed. What's smart? A 160 IQ or deciding in 2010 to pivot to a mobile-first strategy. Then, stick with it and do the required discovery. Then, believe in yourself and not let anyone tear you down. Then, some luck enters the picture. I had to learn certain engineering to execute the required computer logic. I learned more. It's all learning. But you gain invaluable insight during the process. Never settle. And never stop growing. BTW, a super trend will find the crazy curious. You won't find it. It will find you. When it does, what do you do?
Jaryd, the back story of the MAMAA 'monsters' is irrelevant to your core audience, and their history is well known. Please focus on providing meaningful information that is valuable to your paying subscribers. When conducting these polls in the future, please run them with the paying subscribers to get a representative response.
Hey! I think that feedback re. MAMAA is spot on. I would not focus on story however, and would figure out if there is one or two main elements to hone in on that would be interesting. But I do prefer writing about smaller, less covered, companies for exactly this reason.
Re. the polling, unfortunately my paid readers represent less than 1% of my audience, and the deep dives do go out to everyone. Also, unless sending a dedicated email, frustratingly Substack offer no way to either segment polls by sub type, or even filter responses by sub type :(
Thank you for your feedback. That (re: polling) makes sense!
The most common thread between Meta, Apple, Microsoft, Amazon, and Alphabet is that all five were started at the beginning of the adoption curve.
There are still plenty of opportunities for those who 'missed the boat,' according to Peter Thiel (Zero to One):
"It's much better to be the last mover — that is, to make the last great development in a specific market and enjoy years or even decades of monopoly profits."
And that is what I am focused on.
All fair feedback, and I see your POV for sure. I wouldn't want to write about something I didn't have a unique take on. For example, if I wrote about Meta, I wouldn't waste time talking about schools and the all-too-told story.
It would have to be something added to the convo, and concrete in usual HTG fashion.
Nonetheless, always appreciate your comments. Like the one from last week re. accessibilty.
Have a good weekend!