@darkstar
media giants felt ironclad in the 2000s, w/ full control of their business. assumption was as things changed, they'd be first to adjust & take advantage. they were wrong, & their business was unbundled. it's happening again.
when industries feel impenetrable, that's the alpha.
love this piece by @jaredhecht.eth that shares a similar sentiment: https://blog.usv.com/curiosity-networks
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