I tested positive for COVID Thursday afternoon in the Bahamas. So far, everyone around me tested negative and has fled…of course that is great news. It is Saturday morning now and I have been in my room for a few days. I have a bit of a cough today and am very tired but no …

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Good morning everyone. I spent the week with my partner Matt (he leads web 3 investing for Social Leverage) and a lot of new and old friends in the Bahamas this week at the FTX crypto event. I am not down any ‘rabbit holes’ partly because I am 56 and set in my ways. Crypto/Web …

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Panic with Friends – Investing for Profit and Joy Today’s guest is one of my favorite follows on Twitter, specifically on the subject of Apple and micro mobility. Over the past couple of decades, Horace studied and reported on the products and business of Apple. Through Apple, Horace began looking ahead at the entire tech …

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I have ‘The Who’, specifically ‘Won’t Be Fooled Again‘ in my head this morning (it is 4-30 am here in The Bahamas) as I write. Elon Musk has gotten the approval from Twitter’s board to fire them. I am sure the fine Twitter board people will flock to other technology boards (pun intended) where they …

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Good morning everyone… I am back in the real world after a glorious week on the bike with friends. I am on my way to the Bahamas right now for the FTX crypto/web3 conference which will likely mean I will be sick of crypto by Thursday. Last night I was in London and had dinner …

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I have had an incredible week of riding here with friends in Mallorca. I have long heard about the cycling culture here in Mallorca but you have to see it to believe it. I now know. It is wonderful. Today is the sixth in a row of cycling and our guide/host Filippo saved the best …

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Back in February 2021 in the heat of the crypto, cloud and SPAC fever (FOMO), Fred Wilson wrote a post titled ‘How This Ends‘. He started with: We are in the middle of one of the great asset bubbles of modern times. It has been brought on by the easy money policies of central banks …

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Panic with Friends – Investing for Profit and Joy Today’s guest is an incredible leader building an incredible company. Patrick Spence is the CEO of Sonos ($SONO), a $3.5 billion dollar hardware audio company. Before Sonos, Patrick spent 13 years at Research in Motion (Blackberry) ultimately running global sales. He has overseen growth at massive …

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I love Winning Time on HBO. Kareem Abdul Jabbar does not. I read his blog post about the series (please do read it) and completely understand his points. Thank goodness for the internet and Kareem’s blog. His post is fantastic. He is a great writer and I am so glad he explains what he sees …

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Good morning everyone. I am off for a second day of riding on the magical island of Mallorca. My friend Ali Behnam has done a great job getting a group of his friends together for now twice a year European cycling adventures and I shnoodled my way in last year for his Dolomites cycling trip. …

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