I’m looking to be on the right side of change.
The market loves to pay an absurd premium for companies on the right side of change, because these are companies that will reinvent themselves along new S-curves time and time again.
Potential candidate: Facebook. Or whatever it calls itself in a week.
$FB reinvented itself to go from desktop to mobile.
It reinvented itself to go from a stand-alone to a family of apps with Instagram and What’sApp.
Facebook’s upcoming name change to something Metaverse related signals it’s continued evolution, staying on the right side of change.
Time to jump to a new S-Curve.