Exactly one month ago I posted the first @ScreenshotEssay. I had zero expectations.
In the first 48 hours, over 2K people subscribed.
The essays have been read hundreds of thousands of times.
While each essay is self-contained, close readers will notice common themes. Thread:
My starting point to understand Internet companies:
The Demand Generation Principle: Whoever generates the demand captures the value.
Jun 24, 2019 • 9 tweets • 4 min read
1/ Announcing @Bedrock Fund II — $350 million more for narrative violations: medium.com/bedrock/bedroc…2/ Two years ago @justglew and I founded Bedrock on the idea that the best investments are narrative violations: companies that are underestimated because they are incongruent with popular narratives. bedrockcap.com/letter
Feb 26, 2019 • 5 tweets • 2 min read
1/ We are excited to share that @BedrockCap has co-led a $5.5M Seed round in @DipseaStories alongside our friends at @ThriveCapital: medium.com/bedrock/dipsea…2/ It is well known within the book industry that the Romance genre drives the market. However, if you don’t work in the industry (most people), it is quite easy to dismiss this genre of storytelling as “niche.”
