I co-wrote this essay (and created the accompanying audio recording) with Sid Jha, who just celebrated the one year anniversary of his great newsletter, Sunday Snapshots. You can read the full essay here or come discuss with us on Twitter. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus epis…

Why Spotify is a bellwether for broader shifts in economic power and consumer demand You can access the full text of this audio essay here - https://venturedesktop.substack.com/ * Subscribe to Venture Desktop on Spotify * Subscribe to Venture Desktop on Apple Music I would also love to discuss this audio essay with you in this thread on Twitter. Th…

Seth Klarman, Benchmark, and seeing the present clearly Benchmark has set the standard in the VC world for more than two decades. This audio essay is a deep dive on why. * Seth Klarman & the perils of thesis driven investing * Uber as the ultimate bottoms up investment * “Liquidity Quality” in an increasing returns world You can access the full tex…

Welcome back to Venture Desktop! This is the audio version of Episode 4, Trend Following in Consumer Wellness. You can find the full Substack post about the episode here or check out “Mission Control” for the episode where you will find the accompanying essay, be able to access all of the links from the episode, and watch the interactive video. Thi…

In this episode of Venture Desktop, we are exploring the Consumer Subscription business model — or Consumer SaaS — how consumer demand shaped the growth of the market to date, what investment and company creation opportunities look like going forward, and how the capital stack will mature to support the vast range of companies in the market. If you…

In this episode of Venture Desktop, we are looking at a topic that is quite foundational to how we should think about economic growth and progress as we look to the future. And that is the rise of Creator Led Media Companies — which, to give a definition is a business (large or small), that is is first and foremost built around the creative skillse…

This week, I dive deep on Spotify, the exploding audio market, and a concept called Business Model Leverage. If you have any feedback on content or format, or have any ideas for topics I should touch on in the future, you can find me on Twitter @brettbivens and to stay up to date, you can sign up to the Venture Desktop newsletter at here. You can f…