1/ A thread on the future + the pandemic:

As @Dale_W_Harrison notes, it looks like the vaccine may prevent serious illness, but not transmission. We'll probably need to continue social distancing + masks until 90% of the population is vaccinated.

dalewharrison.substack.com/p/results-from…
2/ Now read The Vaccine War by @Noahpinion: noahpinion.substack.com/p/the-vaccine-…

The virus is mutating. If we can't stop it, we're going to have to keep vaccinating ourselves to these mutations. This means we're going to need a wartime economy style vaccination program for a while.
3/ Lastly, read "New Defaults," by @stratechery, to understand what we should learn from COVID about how society should function, and recognize we have an opportunity to apply these learnings... right now... as we fight the second battle with the virus.

stratechery.com/2021/new-defau…
4/ Oh, and for those of you who want to see more proof of the mutation + vaccination resistance problem, see below from @AliNouriPhD

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More from @nealkhosla

29 Oct 19
1/ Saw this tweet from @DavidSacks and it prompted a bunch of thoughts.

There are are two types of co's that are facing a reckoning.

1. Tech-enabled w/o proficiency in cost attribution ("The WeWork/Uber effect")
2. Pre-PM Fit ("The YC effect")

2/ The "WeWork effect" proposes a real challenge for tech-enabled businesses where the unit economics and leverage from technology is typically unclear until you actually build the business, which often takes capital and time.
3/ The YC effect is a result of YC co's finding PM fit very early due to YC's effectiveness at getting founders to focus on PM fit and YC's popularity meaning more YC "seed" co's being further along w/ less capital raised.
Read 8 tweets
16 Jul 19
1/ Building on @pmarca’s “Software is eating the world” paradigm: It occurs to me that many early software co’s ate the world by virtualizing a formerly analog thing. Netflix w/ DVD's, Salesforce w/ rolodexes/CRM, other SaaS companies for things like billing, HR, collaboration.
2/ As the low hanging, fully digital fruit was picked, the next generation of companies took hybrid models: software eating industries that needed a physical components but not deep vertical integration or ownership. Uber, Airbnb, etc.
3/ The next version of companies are going to have deep vertical integrations. Low margin businesses (grocery, hospitals, etc.) have been incredibly resistant to tech. Much of our lives are at their core, unchanged from 20 yrs ago. Why not reinvent w/ tech (not just software)?
Read 7 tweets

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