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Philosophy
Doug Clinton
The Most Powerful Question in Investing
This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…
5-Minute Read
Amazon
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Apple
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Google
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Meta
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Microsoft
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Netflix
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Philosophy
Loup TV 121: FSD Price Increase; Theranos’ Ethos of Fake It Till You Make It
Takeaways: Tesla announces that FSD subscriptions will increase to $12,000 starting Jan. 17th, the company’s intentions for doing so and whether or not FSD will be mandated in the future. Theranos: their ethos, our verdict, and the gray area between…
1-Minute Read
Autonomous Vehicles
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Deepwater TV
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Philosophy
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Startup
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Tesla
Doug Clinton
The Absurdity of the Attention Game
The following post was originally written for Doug’s blog, The Contrarian Mindset. The blog explores contrarian ideas across investing, tech, and beyond. Earning the attention of other people is a timeless game. Winners of the attention game get a person’s…
8-Minute Read
News
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Passion Economy
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Philosophy
Doug Clinton
The Next GameStop
The following note was first published on Doug’s Substack, The Contrarian Mindset. When something extraordinary happens, the immediate reaction is to try to figure out how it will happen again. The epic short squeeze of GameStop stock by WallStreetBets is…
4-Minute Read
News
,
Philosophy
Doug Clinton
Are We in a Bubble?
We recently shared these thoughts with our limited partners about current public market dynamics. When someone asks if we’re in a market bubble, the expectation is for one of three answers: No Yes, but it isn’t ready to pop Yes,…
9-Minute Read
Philosophy
Loup Ventures
Thanks for Reading
Dear reader, Thanksgiving is our favorite holiday. Generosity has long been one of our most closely held values, and generosity is borne out of gratitude. But 2020 has been different. 2020 has stretched our gratitude muscle in new ways. For…
1-Minute Read
Philosophy
Doug Clinton
The Political Corporation
Being non-consensus and right is the only way to generate extraordinary results. Howard Marks knows this. Warren Buffet knows this. Andy Rachleff knows this. And I think Brian Armstrong, CEO of Coinbase, knows this. Armstrong made a non-consensus move this week, particularly for a Silicon Valley…
5-Minute Read
Cryptocurrency
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Philosophy
Doug Clinton
Deconstructing the Company: The Future of Freelance and Remote Work
Many great venture investment opportunities emerge from the deconstruction of some accepted norm or behavior. One of the most famous deconstructions was that of Craigslist where verticalized marketplaces like Airbnb, Let Go, Stubhub, Indeed, etc., emerged to do one of the…
9-Minute Read
Philosophy
,
Startup
Andrew Murphy
The Pros and Cons of Toy Technologies
Toys facilitate the imagination. They replicate and blend some elements of reality and some elements of fiction, equipping us to pretend. We’ve been considering the benefits of toys that incorporate novel technologies, from playful robots to LEGO sets with augmented…
3-Minute Read
Apple
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Augmented Reality
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Philosophy
Doug Clinton
Great Startups Start With a Problem
Problems are the guiding light for founders to build solutions around. Problems are also the guiding light for investors to decide whether a company is a good investment. When we started investing in early-stage companies, we were taught that founders,…
7-Minute Read
Philosophy
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Problems
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Startup
Andrew Murphy
How Frontier Tech Will Benefit Humanity
Frontier tech has the potential to profoundly impact humanity for better and for worse. That potential is not lost on us. In order to address the downside risks, we published an ethical code for investing: Invest in high-integrity founders making products…
6-Minute Read
Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Neurotech
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Philosophy
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Retail
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Robotics
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Startup
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Virtual Reality
Doug Clinton
The Bell Curve of Tech Addiction
Since we started writing about tech addiction as a potential market opportunity, we’re often asked, “What exactly are the opportunities?” We see opportunities across three broad categories: Health services Leveraging healthy addiction Augmentation These opportunities can be visualized along a…
7-Minute Read
Philosophy
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Tech Addiction
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Technology
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