BowTiedRobin Profile picture
I write about the world of technology for TikTok-fried brains who don't have time to read long newsletters.
Sep 3, 2022 β€’ 28 tweets β€’ 4 min read
25 things that won't exist in 25 years:

1. The internet

πŸ§΅πŸ‘‡ 1. The Internet

Why: Most popular websites and apps have a life cycle of about 5-10 years and are eventually shut down.

So, it's highly likely that most of the internet won't exist.

Think about it, can you still access your old Friendster or Vine account?
Aug 14, 2022 β€’ 4 tweets β€’ 1 min read
Being in the Jungle at 18 is like being at the big kid's table during Thanksgiving when you're 9.

You are surrounded by so many insanely smart people who have done all these remarkable and cool things.

And you've kinda done jack shit.

1/
So you develop imposter syndrome.

But what if it's true?

What if you really don't deserve to be at that table?

Best case scenario you have an opportunity to learn.

Worst case scenario people think you're stupid.

2/
Aug 14, 2022 β€’ 22 tweets β€’ 4 min read
How TikTok's algorithm really works:

🧡‡️ TikTok Why it matters: TikTok's algorithm is one of the most addictive on the internet. Everyone should understand how it works, consumers and content creators alike.
Aug 13, 2022 β€’ 18 tweets β€’ 5 min read
TikTok in America is completely different from TikTok in China.

Here's how the algorithm manipulates American and Chinese society:

πŸ§΅πŸ‘‡ Why it matters: Algorithms dominate our life and are being manipulated by governments and corporations to change popular opinion and society.
Aug 12, 2022 β€’ 7 tweets β€’ 1 min read
3 stocks you can buy to bet on the Monkeypox outbreak:

πŸ§΅πŸ‘‡ #1 - Siga Technologies

Ticker: $SIGA

How they're related to monkeypox: They sell TPOXX, one of the FDA's only approved smallpox treatments and are being used in cases of Monkeypox.
Aug 11, 2022 β€’ 23 tweets β€’ 5 min read
In 1995, the "Apple of middle America" was dominating the computer industry:

- $7 billion in sales
- 20,000+ employees
- 37 manufacturing sites around the world

But in six short years it was all destroyed.

This is the story of the rise and fall of Gateway Computers.

πŸ§΅πŸ‘‡ Image Ted Waitt and John Hammond were like the midwestern version of Steve Jobs and Steve Wozniak.

And in proper midwestern fashion, they met at a University of Iowa football game in 1984

Waitt was the outgoing marketing genius and Hammond was the quiet technical genius.
Jul 31, 2022 β€’ 12 tweets β€’ 2 min read
The colossal shift in technology and markets that no one

is talking about:

πŸ§΅πŸ‘‡ We are living through a quiet revolution in manufacturing and industrials with on-shoring and record growth.

You probably know this and the massive opportunity it will bring due to my prior threads.
Jul 30, 2022 β€’ 22 tweets β€’ 4 min read
The world of Cryptocurrency and Web3 has so many confusing words.

Network State, Liquidity pool, DeFi, dApp, DAO, etc.

But have no fear!

Give me ONE MINUTE and I will give YOU the vocabulary you need to succeed: Decentralization:

Controlled by many authorities.
Jul 29, 2022 β€’ 17 tweets β€’ 4 min read
Look at this building in Taiwan.

This is the most valuable piece of real estate in the world.

It produces 37% of the world's computing power and is the world's most expensive factory.

Oh yeah, and it is also going to be destroyed.

Let me explain.

πŸ‘‡πŸ§΅ Image The building you're looking at is Fab 18.

A Fab is a production plant for semiconductors (more commonly known as computer chips).

It also happens to sit on the west coast of Taiwan and within about 10 minutes could be destroyed. Image
Jul 19, 2022 β€’ 32 tweets β€’ 6 min read
Everyone is WRONG about semiconductors.

They aren't just the oil of the 21st century,

They are critical to the PRESENT and FUTURE OF HUMANITY!

Here's the world's simplest explanation of the crazy and confusing world of semiconductors:

πŸ§΅πŸ‘‡ Image Why it matters:

Semiconductors are what make our world spin.

They are in everything from refrigerators, computers, and even pacemakers that keep people alive.

They're as commonplace in our world as electricity and petroleum and as important.
Jul 12, 2022 β€’ 23 tweets β€’ 5 min read
As the world is preoccupied with Hunter Biden's... interesting... pictures.

Chaos in this relatively unheard of nation has the chance to significantly disrupt 80% of global trade and trillions of dollars in oil and trade.

πŸ§΅πŸ‘‡ The country I'm talking about is Sri Lanka.

Why it matters: An unbelievable amount of global trade flows through the Indian ocean and most of it flows through Sri Lanka.

1/2 of all oil.

Trillions in goods.

(I'm aware the data below is old but it's likely WAY WAY more now.)
Jul 6, 2022 β€’ 19 tweets β€’ 4 min read
The economy is trash.

Stocks are jumping off a cliff.

Tech is being annihilated.

However, one industry is booming by 116%.

Here's an overview of the most under-appreciated and unheard-of part of the American economy.

Oh yeah, and they can also exceed FAANG returns.

πŸ§΅πŸ‘‡ It seems like everywhere you go, you hear the same phrase being repeated over and over again: "American manufacturing and industry has collapsed".

This is plain false.
Jun 26, 2022 β€’ 73 tweets β€’ 15 min read
In 2019, Juul was a $39 billion dollar empire worth more than AirBnB, SpaceX, and Snapchat.

But one investor was about to lose nearly $13 billion.

This is the story of how Juul addicted a generation of teenagers and nearly collapsed.

[PART 2 of 2]

πŸ§΅πŸ‘‡ The founders of Juul. You can read Part 1 right here!

Highly recommended since you'll probably be confused.

Jun 24, 2022 β€’ 27 tweets β€’ 6 min read
In 2019, Juul was a $39 billion dollar empire worth more than AirBnB, SpaceX, and Snapchat.

A year after Juul's launch, sales rose 700%.

Today, it is largely worthless.

This is the story of how Juul addicted a generation of teenagers and collapsed.

[PART 1 of 2]

πŸ§΅πŸ‘‡ Why it matters: Juul is what happens when Silicon Valley style innovation goes too far and instead of creating a tool to ween people off nicotine created a monster that addicted a generation of teenagers.

It's why companies have to be careful with how they market and design.
Jun 21, 2022 β€’ 26 tweets β€’ 6 min read
In 2014, Apple was terrified.

Engineers were resigning en masse for Elon Musk's Tesla for a chance to work on the next big thing.

So Apple decided to do the same.

This is the story of Project Titan; Apple's greatest and most expensive failure.

πŸ‘‡πŸ§΅ Image πŸ’Ž Why it matters: Apple had a chance to reinvent themselves and lead the EV revolution but squandered it by shooting for larger than life objectives, bureaucracy, and a lack of vision.

Apple could have likely added a cool $700 billion - $1 trillion+ to their market-cap.
May 20, 2022 β€’ 26 tweets β€’ 6 min read
Are lockdowns about to return with a new virus?

There's a new virus in town known as Monkeypox reported to possibly be in New York City and Boston.

Is it the next pandemic?

Will we have new lockdowns?

Here's what we know thus far.

πŸ‘‡πŸ§΅ Monkeypox was first discovered in 1958 when two outbreaks of a pox-like disease occurred in colonies of monkeys kept for research, hence the name β€˜monkeypox.’

However, monkeypox can come from a variety of animals such as rats.

Most Monkeypox cases occur in Africa.
May 15, 2022 β€’ 23 tweets β€’ 6 min read
This company has been called the new British East India Company.

A corporation that controls territory larger than Ireland.

And it's also the second largest "employer" in the world.

Here's the story of one of the largest and most disturbing companies in the world:

πŸ‘‡πŸ§΅ Context:

The British East India company was one of the largest corporations and most valuable in the history of the world and was an agent of British imperialism in Asia and India.

It mainly traded in key industries at the time like spices, textiles and luxury goods.
May 12, 2022 β€’ 7 tweets β€’ 2 min read
Hopefully this bear market will finally be the sacrifice to make crypto useful for 99% of internet users instead of the 1% who want to use it as a store of value.

And this time Web3 will be useful instead of gimmicky financial tools. Image I think we'll get there eventually.

WIll it be this future bull market?

I hope so but most devs aren't guided by dreams just short term gains.

It's far more profitable to make a ponzi than to innovate.

Which is why crypto sucks.
Apr 19, 2022 β€’ 9 tweets β€’ 2 min read
Some thoughts on $NFLX earnings since everyone seems to think the sky is falling: Netflix knew that this slump is coming.

And they've been preparing for months and maybe even years.
Apr 17, 2022 β€’ 26 tweets β€’ 5 min read
Have you seen this man?

You haven't since he's dead.

He founded a firm that manages $8.1 trillion and quietly controls almost every company in America.

Vanguard Group.

Here's how he did it:

πŸ§΅πŸ‘‡ Image The man that you're looking at is Jack Bogle.

He's the founder of Vanguard Group.

A financial goliath that provides mutual funds and the provider of exchange-traded funds (ETFs).

Second to only BlackRock, the largest asset management group in the world.
Apr 16, 2022 β€’ 20 tweets β€’ 4 min read
Look at this guy's face.

This guy manages $10 trillion dollars.

He quietly owns and influences almost every American company.

Here's how he did it:

πŸ§΅πŸ‘‡ Larry Fink The man that you're looking at is Larry Fink.

And he's the CEO and Founder of a firm that manages over $10 trillion.

And yes you read that right

Ten

Trillion

Dollars