Daniel Ek

Supported by Greenhaven Road Capital, finding value off the beaten path. Daniel Ek spoke with Patrick O’Shaughnessy about Spotify. It was fantastic. Music streaming seems like a difficult business because of the supplier power, competition, legacy agents, defaults, bundles, and varied stakeholders but Ek and his teams seem well prepared. Let’s see how. The theme … Continue reading Daniel Ek

Bill Gurley

Supported by Greenhaven Road Capital, finding value off the beaten path. The podcast with Bill Gurley and Patrick O’Shaughnessy about direct listings and initial public offerings was financially, technologically and psychologically interesting. I don’t know if Gurley’s emphasis is appropriate, but it’s clear what he needs to do, reframe the situation. Gurley and O’Shaughnessy expect that … Continue reading Bill Gurley

Jeff Jordan

Supported by Greenhaven Road Capital, finding value off the beaten path. Jeff Jordan’s career includes stints at eBay, The Walt Disney Store, Reel.com, and Paypal and as a GP at a16z, his current role. Listen to this post: iTunes, Overcast, or Soundcloud Successful businesses, a friend told me, either sell the same things to new … Continue reading Jeff Jordan

Streaming, Sharing, Stealing

Supported by Greenhaven Road Capital, finding value off the beaten path. Michael Smith and Rahul Telang of Carnegie Melon University wrote an interesting book, Streaming, Sharing, Stealing: Big Data and the Future of Entertainment. Smith and Telang wrote this book because of a “perfect storm” in the economic entertainment ecosystem. Traditionally a few firms dominated … Continue reading Streaming, Sharing, Stealing

Brian McCullough

Supported by Greenhaven Road Capital, finding value off the beaten path. Brian McCullough spoke at Google and podcasted with Chris Dixon about his book How the Internet Happened. McCullough said he wrote the book  because “I feel like anybody would want to know who did this” and “It just sort of bothered me that no … Continue reading Brian McCullough

Scott Galloway 2

Supported by Greenhaven Road Capital, finding value off the beaten path. Scott Galloway was on the FT Alphachat podcast and talked Amazon, CPG, Amazon, Apple, Whole Foods (Amazon). Galloway has this advice for companies: 1/ Nail the boring stuff. “It’s the boring stuff that’s creating shareholder value.”  Things like capital allocation and supply chain management matter … Continue reading Scott Galloway 2