Sunday Reads and Watches and Listens…Apple, NFT’s, Nolan Ryan and Incrementalism


This post is by Howard Lindzon from Howard Lindzon


Happy Sunday…

My view this morning from a perfect cafe about 300 steps up the hill in Lake Como…

Yesterday afternoon we took a scenic boat ride along Como which really helped me appreciate the area…

The lake is 45 km long which is much bigger than I thought…

Today will be the first ride of our trip around Lake Como. Here is our group – Ali, Mike and Mark (missing Michael who spent the day in Milan at the Formula 1 race)…

Yesterday, I posted our ride itinerary and at least 70 percent of the people that chimed in said I have NO chance of completing the rides! I am definitely a bit concerned, but I will take it day by day.

On the flight over I watched the Nolan Ryan documentary and Brian Wilson (Beach Boys) documentary and they were both excellent.

I am catching up on a ton of reading as I use this cycling retreat as a way to think through some trends in early stage investing I am excited about.

One trend I continue to focus on is capital efficiency. As everyone around me has more money and less patience (a 12 year boom will do that to the world), I want to think smaller and more patiently. I am excited about trends I am amidst and can visualize as a customer. That means startups/businesses that cater to the 10-20 percent of people who are price insensitive.

I was sitting with Fred Wilson last week (Read more...)