Many moons ago, famed venture capitalist Marc Andreessen described the term “product-market fit” as “being in a good market with a product that can satisfy that market.” To prove that you have product-market fit, just sell a meaningful amount of your product and service to end customers – no subsidies, no free trials counted as […]
“Sell to the rich, live with the poor. Sell to the poor, live with the rich.” That old saying couldn’t ring truer for companies seeking to bring the joys of consumerism to the last frontier – what finance professionals call “frontier markets.” Perhaps the least known opportunities can be found in the great country of […]
Checking in with stocks once a year eliminates lots of the noise found in quarterly results. It’s also long enough so that you only remember the most basic reasons why you made the investment in the first place. We invested in Confluent (CFLT) because the future of big data will be firms analyzing it in […]
We keep waiting for the big brains in tech to create an artificial intelligence that will either enrich our lives beyond imagination or enslave humanity until the end of time. During the interim, we have to settle for news like this: Meta (née Facebook) just released a new AI system that lets people turn text […]
Wherever there are competing software solutions, you’ll find loyal tribes. Engineers are technically competent, so they’ll usually articulate their arguments in a convincing matter. Linux is obviously better than Windows, Apple is the best platform known to man, NoSQL will never displace SQL, and the list goes on. Debating the technical merits of competing technologies […]
Elon Musk suggested that today’s polarized societies can be brought together by finding a common interest. Exploration of the universe is one suggestion he makes which implies that our media outlets ought to glamorize the sciences a bit more. It’s great Rhianna looks “stunning” as she waddles around New Yawk City with her weed-smoking gun-toting […]
Warren Buffet once said, “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” This suggests that quality companies don’t often trade at a discount. Mr. Buffet also said that technology stocks aren’t on his radar because he only invests in what he understands, so […]
When Mr. Musk says there’s a one in a million chance we’re not in a simulation, it’s worth pondering the idea a bit. Let’s assume we’re not in a simulation and we keep designing better and better alternative realities. We’re actively doing that, and it’s called “the metaverse.” We’ll obviously make the metaverse better than […]
Have you ever noticed that you can go years without hearing a particular word or name, but then suddenly it keeps popping up in uncanny ways? Lately, for us, it’s been SAP (SAP). No, we’re not talking about saps, as in Fools, but the world’s third-largest software company by revenue. Software developed by the $100 […]
Once you’ve used a solid-state drive (SSD) you’ll never go back. Those who know the difference between a hard drive and random-access memory (RAM) would easily understand why. An SSD is essentially a hard drive made of RAM, so it’s lightning-fast and constantly available. Booting up becomes a thing of the past because there are […]