Ideas & Musings

Erik Torenberg
Ideas & Musings
Created 22 May 2019
  • The Hunter Economy
    21 Sep 2021 • 4 min read
    In a previous post we discussed digital signaling. To summarize, the internet turned what was scarce (information + distribution) into something abundant, which, in turn, created new forms of scarcity...
  • Reputation Markets
    12 Sep 2021 • 2 min read
    Note: I’ve renamed this newsletter “Ideas & Musings” to better describe the spirit of this newsletter, which I see as emergent, experimental, and evolving. We’ve talked a lot about markets. We explore...
  • What Happens When Software Eats The World?
    04 Sep 2021 • 6 min read
    Previously we discussed how software and markets are eating the world. We discussed how the internet ate media, and how it needs to eat education and healthcare. How much more will it eat? It certainl...
  • Markets are Eating the World
    29 Aug 2021 • 2 min read
    In 2011, Marc Andreessen argued “software is eating the world”. “Over the next 10 years,” Marc said, “I expect many more industries to be disrupted by software, with new world-beating Silicon Valley c...
  • Signaling on the Internet
    21 Aug 2021 • 6 min read
    In a prior post we talked about how technology turns scarcity into abundance. And how, when it does this, a new scarcity emerges. So companies are both in the business of conquering scarcity and creat...
  • What Makes Silicon Valley Work
    15 Aug 2021 • 6 min read
    The other week we discussed what Silicon Valley looks like in a virtual world. In this piece we’ll go deeper on what attributes make Silicon Valley—here used as a metaphor for tech culture more broadl...
  • Software is Eating the World, Revisited
    09 Aug 2021 • 4 min read
    Housekeeping: On Deck released its Series A investment memo from earlier this year. It remains the best picture into On Deck’s business. Stay tuned for more in this vein. This is the last week to appl...
  • Truth, Status, and Tribes
    01 Aug 2021 • 14 min read
    Epistemic status: abstract, speculative, experimental For the sake of this piece, let’s hold this assumption as true: people often act in the interest of increasing social status within their tribe. N...
  • Silicon Valley in the Cloud
    24 Jul 2021 • 5 min read
    Silicon Valley is a magical place. Over the last 50 years, it has birthed and scaled most of the major technology companies in our era. It has served as a talent magnet for the best and brightest in t...
  • Living on the Internet
    17 Jul 2021 • 4 min read
    The world is going virtual, and we’re all moving to the internet. Andreessen Horowitz recently ran a survey across their 250+ companies asking how they’re going to operate post-covid, and here’s what ...
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