Tren Griffin

@trengriffin

I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw.

Seattle, Washington
ಫೆಬ್ರವರಿ 2009 ಸಮಯದಲ್ಲಿ ಸೇರಿದ್ದಾರೆ

@trengriffin ತಡೆಹಿಡಿಯಲಾಗಿದೆ

ನೀವು ಖಚಿತವಾಗಿಯೂ ಈ ಟ್ವೀಟ್‌ಗಳನ್ನು ನೋಡಲು ಬಯಸುವಿರಾ? ಟ್ವೀಟ್‌ಗಳನ್ನು ನೋಡುವುದು @trengriffin ಅವರನ್ನು ತಡೆತೆರವುಗೊಳಿಸುವುದಿಲ್ಲ.

  1. Thinking about the post today makes me think "content marketing" was put on steroids by this phenomenon

  2. Other changes: digital goods are non rival and non excludable and positive and negative feedback loops are far more powerful. Extremistan.

  3. "most important consequence of the Internet from a business perspective was the reduction of the cost of distribution to effectively $0."

  4. Jim Barksdale: "there’s only two ways I know of to make money: bundling and unbundling.”

  5. Yesterday I wrote that the NYT's "newsletter" business model competes with . Here Ben explains part of why this happened.

  6. Tren Griffin ಹಿಂಬಾಲಿಸಿದ್ದಾರೆ ಮತ್ತು
    • @geekwire

      Tech news, commentary and other nerdiness covering Microsoft, Amazon, Google, Apple, Internet, startups, mobile, geek culture, more.

  7. Kirkland brand Costco weed in twelve packs? 14% mark up?

  8. What's the marginal cost of production of a legal unit of cannabis? Why shouldn't wholesale cost drop to ~ that?

  9. Without a moat, supply is added to the market until return on investment drops to opportunity cost of capital!

  10. What is visual is protected by copyright, particularly if its video. News that there is a fire in the Bronx is nonrival nonexcludable.

  11. News like the score of a game or a stock price is a "public good." There's zero scarcity value or moat in that. Must be excludable content.

  12. With a newsletter business model NYT competes with 's newsletter and The Information as much as Washington Post.

  13. NYT will focus more on timely news (like Bloomberg) and more on commentary (like The Economist). Stale news algos can write is dead to them.

  14. I read this New York Times strategy doc as saying they want to continue to be the world's largest newsletter in terms of a business model.

  15. In Episode 39 of , we sat down with , author of 25iq and “Charlie Munger”

  16. Maybe Chuck E. Cheese could offer new shareholders some tokens to pay Skee-ball or air hockey plus foam ear plugs instead of voting rights.

  17. Maybe shareholders who buy in the Chuck E Cheese IPO won't get any voting rights (as will be the case with Snap) ;-)

  18. No opinion expressed on Brexit. Instead an example of Howard Marks' point that "expert opinion" on short term market direction = oxymoron.

  19. Experts! "May's Speech Won't Help Pound say Analysts" 14 January 2017 "Pound set for biggest one-day rally since 2008 on PM's Brexit speech"

  20. Xi Jinping extolling globalization is a bit like a fox extolling unguarded henhouses.

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