"Age of Miracles" - TopPodcast.com

Latest Episodes:

Bill-A-Bear Jan 04, 2021

Show notes

New year, new me. For the first Not Boring of 2021, we're doing our first bear case.

Bill dot com is the worst software I use to run Not Boring, & trades at the highest rev multiple of any BVP cloud stock. In 2021, bad B2B UX doesn't cut it anymore. We cover:

1. What is bill.com?

2. The bill.com bear case.

3. The Love-Hate Relationship with Work Software.

4. Killing a Baby Dictator.

Read the full essay here: https://notboring.substack.com/p/bill-a-bear

--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

The Best Is Yet To Come Dec 21, 2020

Show notes

After a wild 2020, I think the best is yet to come. We cover three reasons:

The Markets Are Eating Up Technology. More demand for tech stocks means more innovation, more quickly. SPACs may be a good thing and IPOs unleash investment in the next generation.
Cloud Companies. Entrepreneurs can build new types of highly-differentiated companies with global talent and increasingly useful software at their fingertips.
The Passion Economy Writ Large. As software does more grunt work and employment becomes more liquid, people will pursue their passions. That will make them even more resilient the next time a crisis hits.

You can read the full essay here: The Best Is Yet To Come

--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Ramp: The Card-Sized Finance Team in Your Pocket Dec 17, 2020

Show notes

Ramp is using its corporate card as a Trojan Horse into the CFO Suite, helping companies save time, money, and headache. Ultimately, it wants to help companies save money and build better businesses. Today, it announced that it raised $30 million and hit $100 million in transaction volume than any corporate card company in history.

Read the full essay here: https://notboring.substack.com/p/ramp-the-card-sized-finance-team

--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Everybody Hates Facebook Dec 14, 2020

Show notes

We all hate Facebook, but Zuck and Co are building a juggernaut whose business is undervalued relative to all competitor sets and which is attempting to pull off some fascinating moves in communication, commerce, and potentially... the Metaverse.

Read the full post here: Everybody Hates Facebook

--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Outfit: Not Boring Investment Memo Dec 10, 2020

Show notes

Outfit is DIY Renovations in a box. Listen to hear the case for this early stage startup that's using software to scale architecture.

Outfit's Website

Read the full post here: Outfit: Not Boring Investment Memo

--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

APIs All the Way Down Dec 07, 2020

Show notes

APIs are all around us, powering the products we use and love every day. Chances are, you're passingly familiar with the concept but have never gone deep. When Stripe and Shopify announced that they were deepening their partnership last week - that Shopify would use another Stripe API, Treasury, I figured it was time to dive in.

You can read the full post on Not Boring.

We cover:

What Are APIs?
The API-First Ecosystem
Good Internet Strategy, Bad Internet Strategy
Why Shopify is Smart to Build on Stripe and Twilio
The Magic of API-First Business Models
Twilio and Investing in API-First

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We're Never Going Back Nov 30, 2020

Show notes

The future of work is remote.
Companies that want to compete for the best talent don't have a choice, the employees do.
Luckily, better software and new hybrid physical models are on the way so that life doesn't become a never-ending series of Zoom calls until we die.

Read the full post here and subscribe! https://notboring.substack.com/p/were-never-going-back

--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

FEMSA: The Most Interesting Company in Mexico Nov 23, 2020

Show notes

FEMSA is a 130-year-old Mexican brewery turned world's largest Coca-Cola bottler and the Americas' largest convenience store chain, plus a 15% stake in Heineken and a bet on the digitization of the Mexican economy.

I teamed up with Post Market to write about the company's history, present, and future, and why we think it's so undervalued.

You can read the full post here.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Fairmint & the Democratization of Upside Nov 19, 2020

Show notes

In this collaboration between Sari Azout of Check your Pulse and Not Boring, we cover crypto, equity financing, and programmable money. Fairmint is making it possible for companies to sell or give equity to all of their stakeholders as easily as adding an "Invest" button on their website. That could reshape who shares in upside, and even what types of businesses are possible.

You can read the full post at https://notboring.substack.com/p/fairmint.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Slack: The Bulls are typing... Nov 16, 2020

Show notes

Slack's stock has been beaten down based on fears that Microsoft Teams is going to crush it and the fact that it hasn't benefited from WFH as much as Zoom. That narrative will break, and when it does, Slack will be valued like the top quartile SaaS company it is.

Read the full post here: https://notboring.substack.com/p/slack-the-bulls-are-typing

--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

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