Meta is doing a lot more right than they are wrong. While they were hammered in the market in 2021 and 2022, I think their future, especially in an AI-future, is far stronger than their past. Like in the Bull Case for Apple, I think there are 3 drivers for Meta’s future. Obviously, a TikTok…More
Category Archives: Uncategorized
The bull case for Apple
Tech X (Twitter) is, seemingly every other week, dunking on Apple. First, they were behind to the large language model (LLM) game. “Where is Apple?” Twitter was asking. Open AI is publishing models. Amazon has models. Facebook has models. Microsoft has models. Google has models. Where are Apple’s models? Then, now two months…More
Tech & Everyone Else
In the early days in tech, there were two kinds of tech companies: companies like Intel, who made memory and semiconductors for tech companies like Apple to integrate into their products, and companies like Apple, who built technology and sold it to everyone else. Clients for most of the tech industry were people and businesses…More
The Economics of Being a Digital Nomad
I neglected to write this essay for months because it didn’t meet my criteria for an essay. It was neither pushing the limits of my thinking nor was it a topic of which I felt my opinion could be novel and valuable.((The first version of this was written in early December, 2022, then put on…More
Strategic Spending
A book titled “Double Your Profits in 6 Months or Less,” which I have not read, had a section posted on Twitter. It discussed strategic and nonstrategic costs. Explained briefly, a strategic cost is an expense that adds to the bottom line. Examples would be advertising that works, salespeople, R&D that you can commercialize. A…More
“World-Changing Technologies”
I did a few business minors in college. Seemingly, in every course except for finance, accounting, and industrial design,((ironically, the three courses I either liked the best or learned the most in)) we did case studies on up-and-coming companies. At the time, two of the most done case studies were Uber and Airbnb. All those…More
B2C Becomes B2B
Print media’s hay day was when you they made money on both sides of the equation. Readers subscribed to the paper, and advertisers paid to advertise in it. Then, Google came along. Print media was the original industry to monetize B2C and B2B. The free + ads model is pervasive in today’s world. Facebook and…More
Once in a Generation Opportunities
It seems like every day over the last few weeks I’ve received a notification that another growth stock is down 5%, 10%, or more. Cathie Wood’s Ark Innovation Fund sends out a weekly email outlining their positions in stocks that go up or down 15% in a single day, and most of those stocks have…More
Nobody Is Retraining a Truck Driver
Will AI take all our jobs? This is the question I’m asked most often. It’s often asked with a chuckle or laugh. It’s asked with the kind of nervousness that says, “I’m asking this question but really there’s only one answer I want to hear.” It’s a catchy headline-style question, but it’s not even the…More
The Posts I’ve Thrown Away So Far
A few weeks ago, at the end of a work day, I decided to scroll through Twitter and catch up on my reading. I had saved this blog post from a few weeks ago: Putting Ideas into Words (paulgraham.com) I had no reason to save the blog post for so long. Normally, when a tab is…More
Evan Ryan 