Archive: netflix

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Why You Need a Metaverse Startup in Your Portfolio

By Vin Narayanan on September 27, 2022

I recently recommended a metaverse play to our Crypto Asset Strategies members. I’m not sold on the metaverse. But I still believe gaining exposure to this space is critically important. Here’s an excerpt from that piece that explains my logic: VR and AR technology are steadily improving. But they’re not ready (yet) for mainstream adoption. I believe we’re still more than a few years away from seeing that. But I’ve also been…

An Investor’s Approach to Business Models

By Vin Narayanan on July 20, 2022

I have Netflix on my mind. Yesterday, I wrote about how Netflix exploited market inefficiencies to build a dominant consumer brand for our Pre-IPO Profits members. (Editor’s note: It probably isn’t the market inefficiency you’re thinking of. Click here to sign…
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Market Inefficiencies Are an Investor’s Best Friend

By Vin Narayanan on July 19, 2022

There are many different ways to think about which startups to invest in. Some prefer investing in highly disruptive technologies or businesses — like Uber, Tesla or Impossible Foods. Others prefer startups with large or rapidly growing markets. Others like to focus on strong…
In the wake of yet another mass shooting, many Americans are outraged and terrified. While lawmakers continue to argue over gun control legislation, the effects of gun violence are being felt across the country.  That includes businesses too. The May 24 shooting in Uvalde, Texas —…

Data Is Eating the World

By Vin Narayanan on March 23, 2022

For more than 10 years, “software is eating the world” has been an article of faith among startup investors. Marc Andreessen — co-founder of both Netscape and venture capital firm Andreessen Horowitz (a16z) — wrote these famous words in a blog post in…
I just returned to the office this week. It was a strange thing.  Before working at home during the past year, I spent most of my 40-year career in offices. And I’ve missed the water-cooler chats… the unstructured interaction with my fellow employees… going out to…
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Airdrop Alert: POP Network

By Andy Gordon on January 22, 2019

This week’s airdrop aims to put media back in the hands of consumers and content creators.