Hi there,
You ready for spring? Me too.
As part of spring cleaning, I'm going to write shorter emails and have more focus on links. Longer writing will have better quality but less quantity.
Today's Contents:
- Weekly Song: Mad World
- Global Investment Report
- Good Reads
- Community Corner
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Weekly Song: Mad World
I re-watched Donnie Darko recently and was reminded of its quality. One of the most fundamental scenes is set to Mad World by Michael Andrews.
It's both dystopian and timeless. The song was first released in 1982 by Tears for Fears, and it feels like the song could just as easily have been set in the 2020s.
I've listed to quite a few healthcare and wellness startup pitches recently, many referencing industry jargon about the 'social determinants of health'. Which, simply put, are the conditions in the places where people live, learn, work, and play that affect a wide range of health and quality-of-life risks and outcomes.
Through all of that, I'm left wondering: Why is it so difficult in our mad world to create conditions to get people to eat healthy food, exercise a little, and learn a valuable skill?
That's the opportunity of our time and of every time.
Mad World - Michael Andrews and Gary Jules version
All around me are familiar faces
Worn-out places, worn-out faces
Bright and early for their daily races
Going nowhere, going nowhere
And their tears are filling up their glasses
No expression, no expression
Hide my head, I want to drown my sorrow
No tomorrow, no tomorrow
And I find it kind of funny
I find it kind of sad
The dreams in which I'm dying
Are the best I've ever had
I find it hard to tell you, 'cause I find it hard to take
When people run in circles
It's a very, very
Mad world
Mad world
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Three Most Interesting Insights from the Global Investment Returns Yearbook
Credit Suisse published their latest annual Global Investment Returns Yearbook. You can read the report here.
1) The UK has less than 1% of its industry in technology vs over 25% in the US. It's a completely different economy.
2) We knew return expectations are low in the future, but seeing it laid out for GenZ like this is sobering.
3) South Korea is the second largest emerging market after China and gets a lot less startup/tech community airtime than India and Brazil, which are much smaller markets.
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Sensible Investing: Good Reads
Machine Learning library of terms and concepts: Here.
Incredible drone footage of a volcano erupting in Iceland. Here.
A16Z Marketplace 100 report 2021. A classic Here.
Sequoia's letter of advice to their portfolio CEOs: Here.
In many ways, COVID pulled forward the future that technology companies have been building. Behaviors that would have taken decades to go mainstream were normalized in a matter of weeks. The question is: which behaviors will persist over the next decade, and which will be fleeting? Enduring companies are built around long-term trends and behaviors, so take advantage of this window while keeping your sights trained on what you could accomplish over the next decade.
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Community Corner
I see you, friends.
Stafford launched Subscribd, a membership club for people who want to access multiple publications, for a simple monthly fee. Starting with NYT, WaPo, WSJ, FT and the Economist. Here for early access.
Anurupa Gangly, founder of Prisms, launched her first Algebra learning game is now available on Oculus App Lab for early access!
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Thanks for reading, friends. Please always be in touch.
Best,
Katelyn
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