
Exploring
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||

“In a commodity business, it’s very hard to be smarter than your dumbest competitor.” — Warren Buffett
“Beware when investing in commodities, where price is king—especially when other governments are subsidizing them.” — John Doerr, Sp...
Last year, we published a 286 slide deck on the State of Adventure Capital.
We never really took the opportunity to write out our thoughts behind why we built it.
Every technological era has new knowledge frontiers. What worked for the Do...
“Everyone has a plan until they get punched in the face.” — Mike Tyson
As more founders, operators, and investors jump into the ADCU, I keep thinking about something one of our founders mentioned to me last week.
“I like so-and-so, but th...
Vertical integration has been the topic de jour the last few days — leading to some energized back and forth on X. One position that kicked off the frenzy centered on the idea that “too many startups vertically integrate without any real st...
My old employer had a post about The Idea Maze — a concept about how to navigate the idea space of startups.
Basically, it means can you explain all the decisions that have gone into the strategy and placement for your respective startup i...
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The writers behind this newsletter.
Connecting the dots | Investing in Adventure Capital @ Cantos
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