"Age of Miracles"

Packy McCormick | Turpentine
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Feb 5, 2021 • 38min

Selling a Lot of Shares a Little Too Early with Brett Beller (ex-Drizly)

Brett Beller, my good friend and former Breather co-worker, was the first employee and practically co-founder at Drizly, which just sold to Uber for $1.1 billion. Brett tells the stories from Drizly's earliest days, goes deep on liquor laws, talks about why he sold a bunch of his shares a couple years ago, and walks through the emotional rollercoaster of learning that his company sold for $1.1 billion.  Brought to you by Secfi, which helps startup employees make smarter decisions about their equity. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Feb 4, 2021 • 23min

Supersapiens: Not Boring Memo

Supersapiens is energy management for athletes. It provides continuous glucose monitoring (CGM) via a biosensor and app, in partnership with Abbott. That partnership is a cornered resource that gives Supersapiens tremendous power.  Over the past year, wearables and connected fitness tech have been on fire. Google bought Fitbit for $2.1 billion, Lululemon bought Mirror for $500 million, and WHOOP raised $100 million at a $1.2 billion valuation. I think that Supersapiens will be the next to join that group.  In this not boring investment memo, we cover:  Wearables and CGM Supersapiens Story and Product The Abbott Agreement Targeting Athletes (and Everyone is an Athlete) The Supersapiens Team Business Model and Early Traction Risks Opportunity To read the full post, and learn more about the opportunity, go to Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Feb 1, 2021 • 31min

Robinhood Robinhooded Robinhood

If you've been wondering what's going on with GameStop, WallStreetBets, and Robinhood, I got you. This was inevitable once Robinhood introduced free options trading. Robinhood bet that it could introduce tremendous amounts of risk into the financial system, push all of it onto its users and the market at large, and insulate itself from the consequences. And it would have gotten away with it too, if it weren’t for those meddling kids! Read the full piece on Not Boring. Brought to you by Future: join our 21 workout challenge. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Jan 29, 2021 • 39min

weSPAC: Understanding WeWork with Dror Poleg

Dror Poleg, the author of Rethinking Real Estate, a good friend, and one of the longest-standing WeWork rationalists I know joins the not boring podcast on the heels of the WSJ report that WeWork may go public via SPAC. We discuss:   - WeWork's history, from 2010 founding to failed IPO  - Adam Neumann and SoftBank's Masayoshi Son  - WeWork's business model, competitive advantage, and challenges  - Why WeWork is healthier coming out of COVID than it was coming into it   - Whether WeWork will be more valuable than Airbnb within two years  - THE WEWORK SPAC and whether we're buyers at $10 billion.  Follow Dror on Twitter and at drorpoleg.com  --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Jan 28, 2021 • 32min

Podcast Discovery Reinvented: An Interview with Co-founder & CEO Doug Imbruce of Podz, Acquired by Spotify

Podz is revolutionizing audio - the very format you're listening to right now - by using machine learning to solve the seemingly intractable audio discovery challenge. I sat down with Podz CEO Doug Imbruce to discuss building social apps, selling his first company to Yahoo!, the state of the audio landscape, and how Podz is going to bring some order to the chaos.  Download Podz now to try it out and fill out the beta survey to help the team improve the audio experience! Follow @ListenToPodz on Instagram and Twitter.  Read the full essay on Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Jan 25, 2021 • 45min

The Value Chain of the Open Metaverse

You’re going to be hearing a lot more about Web3 (including DeFi), NFTs, and the Metaverse, so today, we'll try to define them and figure out how they fit together.  What is Web3 and Why is it Important? Non-Fungible Tokens and Digital Ownership. NFTs in the Wild. The Size of the Metaverse Prize. The Open Versus Closed Metaverse. Crucible and The Direct-to Avatar Economy. The Value Chain of the Open Metaverse. You can read the full piece here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Jan 21, 2021 • 33min

Masterworks: Demystifying & Democratizing Art

Masterworks is making blue-chip art, a $1.7 trillion asset class with strong returns, low volatility, low correlation, and increasing scarcity, investible.  Listen to learn about the art market, the most expensive painting ever sold, what makes art valuable, and how you can invest in art with Masterworks.  And if you want to explore for yourself, sign up for Masterworks with this link to skip the 25k person waitlist: Try Masterworks Read the full piece at Not Boring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Jan 18, 2021 • 34min

Antara Health: Natively Integrated Healthcare

Antara Health is a HealthTech startup based out of Nairobi, Kenya that is building virtual-first primary care for emerging markets.  It’s reimagining healthcare by leveraging telemedicine, data science, and emerging markets payors’ and regulators’ willingness to try new models. When they succeed, they'll help close the insurance gap in the emerging markets, deliver better healthcare to the billion new members of the global middle class, and extend and improve lives. In this Not Boring Investment Memo, we'll cover:  Extending and Improving Billions of Lives. Billions of people in emerging markets are uninsured, creating a vicious cycle in which illness leads to poverty. Radical Changes to a Massive Market. COVID made telehealth more prevalent worldwide, creating an opportunity to radically rethink healthcare. Antara: Natively Integrated Healthcare. Antara combines Health Navigation, telehealth, and data in a Natively Integrated approach to healthcare. Strong Early Traction. Antara completed a successful pilot in Kenya that showed strong engagement, scalability, value, and effectiveness. Antara’s Business Model. Healthcare doesn’t have to be complicated. Antara’s model generates recurring revenue, and it uses technology to lower costs as it scales. The Antara Team. The Antara team is world-class at exactly the things they need to be to reimagine virtual-first primary care company for emerging markets. You can read the full essay at Not Boring: Antara Health on Not Boring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Jan 13, 2021 • 22min

Teamflow: Not Boring Memo

Teamflow is a virtual office that makes remote work work. Led by Flo Crivello, a former Uber engineer who launched Uber Works and gig charging for Jump, Teamflow brings back the presence of being in the office, the energy of working in the same room, the spontaneity of hallway conversations — the joy of feeling like a team. Forget Zoom. Teamflow is what remote work should feel like.  The way Flo and the Teamflow team are building is full of lessons for entrepreneurs. Learn how they're building in Zoom's virality with Slack's moats, for example, or how Flo spent two months of 13-hour days recruiting his dream team.  Today, Teamflow is launching on ProductHunt. Go support them here: Teamflow on PH Sign up for Teamflow today, and use this link to move up the waitlist: Sign Up for Teamflow And read the full Memo here: Not Boring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Jan 13, 2021 • 40min

Interview with Florent Crivello, Founder of Teamflow

Florent Crivello is the Founder and CEO of Teamflow, a virtual office startup that came out of stealth and announced a $3.9 million seed round led by some of the world's best early stage investors.  Flo and Packy discuss how a late night at Uber sparked the idea for Teamflow, hiring world-class engineers and designers, the intersection of strategy and execution, and how Teamflow is like the best parts of Slack and Zoom.  To sign up for Teamflow and move up the waitlist, join here: Sign Up for Teamflow Read the full investment memo at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

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