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Thinking about adding a weekly component to my substack called 101010
It takes me north of 40 hours to write a deep dive, and sometimes I spend all that time and end up with something I'm not happy enough with to publish. I've been wanting to figure out something I could send out on a weekly basis that would be unique and valuable but less time consuming. I think I've figured out what I'm going to start experimenting with. Here's the gist.

It's pretty remarkable how much changes over the course of ten years. 10 years ago Facebook had just IPOd. Many people thought the EU was going to break up. Yields on 10 year Greek bonds crossed 35%, Spanish yields were over 7%, and Italian yields were over 5.5% - at the same time as negative yields were being seen for the first time in countries like Germany. AWS revenue was only $1.5 billion and Amazon's market cap had just crossed $100B. North Korea was the greatest geopolitical threat and Oculus had just filed it's incorporating documents.

So, what I think I'm going to do is basically take 10 of the most interesting business and technology related news items that were reported on 10 years ago the same week and reflect on those items in the present. For example - Oculus was founded 10 years ago, now they sell X units per year and were purchased by Facebook for $4 billion. Then, I'm going to use those same themes and make 10 (hopefully) thought-provoking predictions for 10 years in the future. 10 years, 10 historical news items, 10 predictions.

It's really wild how much changes in just ten years, and the pace of change is only accelerating so it will only get crazier. I think it was Jeff Bezos but I'm not sure - who said what's really important in planning for the future is figuring out what won't change (for example, customers wanting continuously improving customer service, lower prices, more powerful computers, etc). Hopefully this will result in some useful takeaways for investing and be interesting at the same time.

We'll see how it goes, expect to have my first one out next week.

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