📚 Edwin's Highlights

Join 📚 Edwin's Highlights

A batch of the best highlights from what Edwin's read, .

As AI brings about a new era in computing, who will win the race to capture value? To explore that question, we looked back at the most recent platform shift—from on-prem computing to SaaS and cloud. We studied revenue generation in our sample of 262 public B2B software companies over the last 2 decades to understand the competitive dynamics that both played out between startups and incumbents* and determined value capture up and down the software stack, from infrastructure to applications.

The Race to Capture Value: Cloud Lessons for the AI Era

a16z.com

The difference between average results and exceptional ones is what you avoid. Saying no to mediocre opportunities is easy. Saying no to good opportunities is hard.

The Focus to Say No

fs.blog

No, no. You overestimate the difficulty. Do you have difficulty understanding that people are heavily influenced by what other people think and what other people do, and that some of that happens on a subconscious level?

Poor Charlie’s Almanack

Charles T. Munger, Peter D. Kaufman, John Collison, and Warren Buffett

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A batch of the best highlights from what Edwin's read, .

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