Monthly Archives: November 2017

In the long run the winning company in any industry will be the best software company

The recent blowout financial results from the FANG companies (Facebook, Amazon, Netflix, Google) reminded me of Marc Andreessen’s bold prediction about software companies.  Seems more and more relevant with every passing quarter: 1) Every product or service that can become software … Continue reading

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Most visitors to a place are those who live nearby, and those who visit rarely.

Think about that for a moment.  Certainly fits with what most city downtowns are like — swarms of both tourists (rare visitors) and the people who work (or live) there.  Empirically the number of visitors scales inversely as the square of … Continue reading

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2017.11.04

Took a break for a few months.  Back now.

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