Compounding Thoughts

Compounding Thoughts

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Social Media has a Commerce Problem
The difficulties of layering commerce atop social
Jan 9, 2023 • 
Sam Blumenthal
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Compounding Thoughts
Compounding Thoughts
Social Media has a Commerce Problem
When Things Fall Apart
Scrutinizing two myths that stand in the way of peace
Oct 12, 2023 • 
Sam Blumenthal
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Compounding Thoughts
Compounding Thoughts
When Things Fall Apart
2
Taste, Status, & The Future of Shopping
How and why we express our taste through clothing, and what that means
Mar 26, 2024 • 
Sam Blumenthal
7

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Compounding Thoughts
Compounding Thoughts
Taste, Status, & The Future of Shopping
1
eCommerce is Dead, it Just Doesn't Know it Yet
Native vs. Skeuomorphic innovation, lessons from Gaming, and the future of online commerce
Nov 8, 2021 • 
Sam Blumenthal
4

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Compounding Thoughts
Compounding Thoughts
eCommerce is Dead, it Just Doesn't Know it Yet
Zero Marginal Cost Intelligence is Inevitable
The AI Bubble, DeepSeek's Purpose, LegalZoom Case Study, Cloud Computing Lessons, Interface all the way down
Feb 5 • 
Sam Blumenthal
4

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Compounding Thoughts
Compounding Thoughts
Zero Marginal Cost Intelligence is Inevitable
Studying the S&P 500: Infrastructure, Mobility, and the Bottlenecks of Progress
How Vulcan Materials Reveals the Next Wave of Billion-Dollar Startups
Jun 11 • 
Sam Blumenthal
6

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Compounding Thoughts
Compounding Thoughts
Studying the S&P 500: Infrastructure, Mobility, and the Bottlenecks of Progress
As Switching Costs Decline, Usage Will Be the New Moat
The Next Big Thing in AI Will Be a Lawsuit, Software Strategy and the Future of Defensibility, A New Constitution for Business Strategy
Feb 21 • 
Sam Blumenthal
3

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Compounding Thoughts
Compounding Thoughts
As Switching Costs Decline, Usage Will Be the New Moat
Lost in Translation
Musings from Wandering in Japan
Jun 26 • 
Sam Blumenthal
4

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Compounding Thoughts
Compounding Thoughts
Lost in Translation
The North Star Metric: A Simple Guide
A guide to finding clarity, focus, and strategic direction through your product’s most important metric.
Jun 18 • 
Sam Blumenthal
4

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Compounding Thoughts
Compounding Thoughts
The North Star Metric: A Simple Guide
A Conversation with Kendall Lowrey on Our Robotics Future
Modular Robotics, Event-Based Camera Perception and more
Feb 28 • 
Sam Blumenthal
1

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Compounding Thoughts
Compounding Thoughts
A Conversation with Kendall Lowrey on Our Robotics Future
AI is Here: Musings on What it Could Mean
Musings on AI: AI Interface, Aggregation Theory, Heart on my Sleeve, Philosophical Considerations, Postmodern Theology
May 10, 2023 • 
Sam Blumenthal
1

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Compounding Thoughts
Compounding Thoughts
AI is Here: Musings on What it Could Mean
Apprenticeship as a Dataset
Final Reflections from Japan
Jul 8 • 
Sam Blumenthal
2

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Compounding Thoughts
Compounding Thoughts
Apprenticeship as a Dataset
1
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