"Age of Miracles"

Equi is building one of the most impressive investment tech products I've ever seen.  The problem: Institutions & family offices have 50% in alternatives. Individuals have <6%. And portfolios that includes non-correlated alternative assets tend to outperform the traditional 60/40 portfolio dramatically. The solution: Equi behaves like an alternative Fund of Funds in your pocket, providing non-UHNW investors access to a portfolio that would normally take at least $90M to construct.  We cover:  Re-Building a Modern Portfolio: Why 60/40 Doesn't Work Anymore Meet Equi: The Family Office In Your Pocket How Equi Invests: Pushing Out the Efficient Frontier by Backing Great Managers Democratizing Access to the Private Markets: Combining tech, legal, and human creativity to deliver great investing at scale You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Pinduoduo is the fastest company in history to reach both $5 billion in revenue and a $100 billion market cap. The Chinese ecommerce platform, famous for popularizing the team buying and consumer-to-manufacturer (C2M) model, was the talk of the town last summer, and it's had an even more fascinating intervening 12 months. I teamed up with Lillian Li of Chinese Characteristics to go deep, and give the bull and bear cases, including: A Brief History of Pinduoduo What Does Pinduoduo Do? Can PDD’s Model Work in the West? Recent Developments: Leadership, Grocery, Agriculture, and Payments The PDD Bull Case -- Packy The PDD Bear Case -- Lillian Beyond Pinduoduo   You can read the full piece at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Bet you've never seen something like Axie Infinity.   April: $670k revenue   May: $3M  June: $12.2M  July (18 days in): $79.1M   Axie is a blockchain-based, Pokémon-like game pioneering a Play-to-Earn model. People work by playing video game.  It looks cute. It's so much more. You can read the full post at Not Boring here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

This is the first episode of a new series we're doing: not boring founders. It's a behind-the-scenes look at the companies I'm backing with Not Boring Capital, from the mouths of the founders building them. We'll talk about their products, but we'll also dive deep into how the businesses work, how they think about company building, and the strategies they employ to win.  For our first episode, I'm talking to Saad Alam, the founder and CEO of Hone Health. Hone treats men's hormone imbalances and low testosterone by providing access to at-home lab testing, physician consultations, and medication such as Testosterone from the comfort of your home to get your SPARK BACK & BE YOUR BEST. It's also a fast-growing business that needs to get a lot of really hard things right.  Saad is a phenomenal CEO, and you'll learn a lot from him about building and optimizing your funnel, branding, and how to get men to actually engage. NOTHING IN THIS PODCAST IS MEDICAL ADVICE If you'd like to learn more, check out Hone. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Unit21 builds modern infrastructure for activity monitoring. It just raised a $34 million Series B from Tiger Global at a $300 million valuation to expand from its first use case -- AML / fraud -- to serve the wide variety of use cases in which operators and analysts write and deploy business logic. The company is bringing AI/ML to the people. We'll cover: Founder-Market Fit Meet Unit21 One Platform, Many Use Cases Initial Market: Fighting Financial Fraud Growth and Tiger and Growth, Oh My! When I Needed Unit21 Blue Check and Beyond Trade-Offs and Challenges AI/ML to the People You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

We're switching it up this week. I asked Not Boring readers for questions on Twitter, and I answered ten of them.  Read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

NexHealth is a $400 million startup with a three-part master plan to accelerate innovation in healthcare: First, build a SaaS product for healthcare SMBs, starting with dentists, like Shopify. Then, use the integrations it accesses in step one to build APIs for healthcare, like Plaid. Then, use the doctors and patients and developers it acquires in steps one and two to build a three-sided platform, like Microsoft. You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Scale is a 5-year-old company building infrastructure for AI & ML. Already, it's achieved a lot: $100+ million in ARR, $7.3 billion valuation, and customers like the DoD, Lyft, Airbnb, & OpenAI. Today, we cover:  The State of AI and ML Getting to Scale Scaling Like Stripe The Bear Case for Scale The Bull Case for Scale Scale’s Compounding Vision You can read the full post at Not Boring here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Cometeer makes my favorite coffee. I drink three a day. They arrive frozen, with the flavor locked in, and I just add water.  Today, in this Sponsored Deep Dive + Investment Memo, we cover: Founding Story and Team: Cometeer Co-Founder and CEO Matt Roberts used to be a Dunkin’ guy, until he went abroad and met George Howell, who turned him  on to the good stuff. He and his Co-founder/CTO Doug Hoon have built a stellar team. Market: Coffee is a $94 billion market in the US alone, and there’s a lot of room for improvement. Cometeer has the chance to do to coffee what craft beer did to beer. Product: Cometeer is legitimately great coffee. The magic is in the how. Mission: The why is important, too. Cometeer wants to pay farmers more, promote independent roasters, and stop throwing pods into landfills. Challenges: Brewing and sourcing great coffee at scale is hard. Cold supply chain is hard. Opportunity: Cometeer has the chance to redefine normal peoples’ expectations around coffee and become a platform for the world’s best coffee. You can read the full piece at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Zero-knowledge proofs let someone prove that they know or have something without giving up any information about what they know or have. ZKPs have the potential to eliminate a major trade-off inherent in living, working, and transacting online: the convenience, speed, reach, and scale of the internet in exchange for our privacy. They also allow for nuance in a privacy landscape that’s often black-and-white. I teamed up with Jill Carlson to glimpse into future of ZKPs and their implications by covering:  What Are Zero-Knowledge Proofs? The History of Zero-Knowledge The Upside of Hype The Privacy Spectrum Applications of Zero-Knowledge Systems The Zero-Knowledge Design Space You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message