Stephen McBride

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Stephen McBride

Stephen McBride

@DisruptionHedge

Chief storyteller: https://t.co/zxRPad7kdT

Abu Dhabi Katılım Kasım 2012
1K Takip Edilen5.6K Takipçiler
Stephen McBride
Stephen McBride@DisruptionHedge·
@mattyglesias WTF Happened in 1973 - @WTF_1971 ://rationaloptimistsociety.substack.com/p/weekly-diary-wtf-happened-in-2024?utm_source=publication-search
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Matthew Yglesias
Matthew Yglesias@mattyglesias·
The US makes less electricity per capita than we did in 1999.
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Aleksandr Gampel
Aleksandr Gampel@AGampel1·
After 1,000,000+ engineering hours, we're ready to give an update on what we've been making and how. Construction is the largest, least productive industry on Earth, and it’s starting to affect housing. We're here to fix that. Thesis: We can build quality homes — any type — faster and cheaper than most of the industry through industrialization. Here's how: Construction's biggest problem is logistics: getting the right materials, people, and information in the right place at the right time. So we invented a new type of manufacturing, Mobile Micro-Factories — small, modular, local factories that make and prepare every part of a home, then deliver it in stages, last-mile, to the site ready to assemble with non-specialized labor. We’re built to scale fast — we can quickly copy our factories into hundreds of markets worldwide. This is a really hard problem to solve; we're going to get there. We'll walk through the nuances in more detail over the next few weeks. Full film dropping soon.
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Bilal Farooqui
Bilal Farooqui@bilalfarooqui·
Lots of DMs asking “who is a tier 1 VC” so in no particular order: - a16z - thrive - general catalyst - accel - benchmark - sequoia - founders fund - kleiner - first round - lightspeed - bessemer Who did I miss?
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Stephen McBride
Stephen McBride@DisruptionHedge·
H/T @tylercowen "on the eve of WWI, the population of Dubai was about 2,075 people, and about 500 of them were Iranian merchants."
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Stephen McBride
Stephen McBride@DisruptionHedge·
My global macro view
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Stephen McBride
Stephen McBride@DisruptionHedge·
Disruptive Megatrends > macro While everyone's worried about war headlines, specific disruptors are ripping to all-time highs I’ve seen this movie before. It’s why I focus on great businesses profiting from disruptive megatrends & leave the “macro” analysis to the talking heads
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