After months of planning and preparation, @gregisenberg and I are excited to be able to announce our new project:
The Room Where It Happens: a podcast, show, and community.
Read on for more:
The Room Where It Happens was born of the realization that the most interesting, insightful conversations have historically always happened behind closed doors…
Until now.
TRWIH is a business, technology, and investing podcast and show—but most importantly, it’s a community.
In each episode, we’ll be joined by an amazing guest as we explore the ideas, trends, and models shaping the future of business and tech.
This isn’t an interview podcast.
This is a place for casual, real-time exploration providing an inside look into how insights are created.
Want to understand the global supply chain woes and how the complex value chain may create opportunities for innovators to build new and profitable businesses?
Great—we’ll bring in @flexport CEO @typesfast to dive deep with us on the space, frameworks, and ideas.
Beyond the show—which will be filmed in person—we’re prioritizing community by rolling out features that provide unique access.
We want The Room Where It Happens to become a key part of your personal competitive advantage and we’re committed to delivering against that objective.
Trust us, you won’t want to miss out. Doors like this don't open very often.
Get first access to The Room Where It Happens by signing up below.
The rapid demise of Ozy Media is a story for the ages.
Here's a breakdown on the situation and lessons:
1/ Ozy Media was founded in September 2013 by Carlos Watson and Samir Rao.
Watson had an incredibly impressive story—born to a working class Jamaican family in Miami, he would go on to attend Harvard and Stanford Law School before working at McKinsey and Goldman Sachs.
2/ He later entered the media world and had a semi-successful television career, at one point co-anchoring an MSNBC show and appearing regularly on Morning Joe.
But in 2013, he joined forces with his former Goldman colleague Samir Rao to found Ozy Media.
By now, you’ve probably heard that global supply chains are in a state of disarray.
Here's a simple breakdown of what’s causing it:
1/ There's a lot of talk right now about the global supply chain crisis.
@business published an article subtitled "Inside the Brutal Realities of Supply Chain Hell”—it's getting serious.
This thread provides my (very) simple framework for understanding the key drivers:
2/ First off, what are the visible impacts of the crisis?
Product delays (good luck getting appliances before 2022), product shortages (see semiconductors), port buildups (fly over LA and you'll see), and rampant freight costs (sorry, retailer margins).
What can the Chinese bamboo tree teach us about growth?
It has to be cared for every single day. It doesn’t break through the ground for 5 years, but once it breaks through, it can grow up to 100 feet in 5 weeks.
Lesson: Be patient. Growth happens gradually, then suddenly.
Another interesting insight I gleaned from this:
You have to be sure that the “care” you apply is sufficient and appropriate.
This means that your daily actions are compounding under the surface — pushing your personal flywheel with appropriate force and directional efficiency.
And in most cases, you shouldn't “sell” your bamboo before it breaks through the ground (unless someone pays you for the 100-foot version while it’s in the ground).
Investing is about edge—an asymmetric information advantage.