Why Reading and observing different trends matter.
Time for a thread with a live example that is playing out in front of us! 🎵🎵
🧵🧵🧵🧵🧵
"Disney is an amazing example of autocatalysis. They had all those movies in the can.
A live example is the Music Licensing Businesses like Saregama and TIPS. Both the businesses suffered
https://t.co/ukl1HUYCOI
Multiple Lollapalooza come together to create extremely strong trends.
https://t.co/zdusVUBEIe
1. Growth of streaming business
2. Growth of Youtube viewership in India
3. Increasing internet penetration
4. Usage of retro music and remix in sitcoms, and by OTTs.
5. Insta reels
6. Finally, an optionality of Audio NFT!
Watch our Saregama Video🎵🎵 to know more about how autocatalysis is playing out! (positively biased)
https://t.co/hfe6zfy8lt
More from Intrinsic Compounding
More from Ideas
1/ A orders chips. Supplier says "supply is getting tight." A triples order to store them in a warehouse. Supplier tells other customers supply is even tighter. They order extra chips. Quickly there are more chips in warehouses than toilet paper in garages during the pandemic.
2/ Intel's Gelsinger: "I don’t expect the chip industry is back to a healthy supply-demand situation until ’23. For a variety of industries, I think it’s still getting worse before it gets better.”
Are chips in warehouses the prime cause of the shortage? No. Demand is higher.
3/ "Software eating the world" means rising demand for chips.
I'm skeptical that this increase in chip demand is "transitory."
Fabs and backhoes don't increase with Moore's law. https://t.co/m7ZreQTzow
4/ If you invert Nathan's 1st Law:
Software can't expand faster than the chips and memory that enables its magic.
Broadcom's CEO believes chip production is a mature industry that will return to lower growth. I disagree in the medium term at least.
2/ Intel's Gelsinger: "I don’t expect the chip industry is back to a healthy supply-demand situation until ’23. For a variety of industries, I think it’s still getting worse before it gets better.”
Are chips in warehouses the prime cause of the shortage? No. Demand is higher.
3/ "Software eating the world" means rising demand for chips.
I'm skeptical that this increase in chip demand is "transitory."
Fabs and backhoes don't increase with Moore's law. https://t.co/m7ZreQTzow
4/ If you invert Nathan's 1st Law:
Software can't expand faster than the chips and memory that enables its magic.
Broadcom's CEO believes chip production is a mature industry that will return to lower growth. I disagree in the medium term at least.
You May Also Like
First update to https://t.co/lDdqjtKTZL since the challenge ended – Medium links!! Go add your Medium profile now 👀📝 (thanks @diannamallen for the suggestion 😁)
Just added Telegram links to https://t.co/lDdqjtKTZL too! Now you can provide a nice easy way for people to message you :)
Less than 1 hour since I started adding stuff to https://t.co/lDdqjtKTZL again, and profile pages are now responsive!!! 🥳 Check it out -> https://t.co/fVkEL4fu0L
Accounts page is now also responsive!! 📱✨
💪 I managed to make the whole site responsive in about an hour. On my roadmap I had it down as 4-5 hours!!! 🤘🤠🤘
Just added Telegram links to https://t.co/lDdqjtKTZL too! Now you can provide a nice easy way for people to message you :)
Less than 1 hour since I started adding stuff to https://t.co/lDdqjtKTZL again, and profile pages are now responsive!!! 🥳 Check it out -> https://t.co/fVkEL4fu0L
Accounts page is now also responsive!! 📱✨
💪 I managed to make the whole site responsive in about an hour. On my roadmap I had it down as 4-5 hours!!! 🤘🤠🤘