PREMIUM
An alphabet soup of opportunity
If you Google “alphabet soup” you get: ‘a metaphor for an abundance of abbreviations or acronyms.’ But Google’s parent company represents an alphabet soup of opportunity for investors as you can discover here.
Disruption is hard to predict. They are not so good at teaching that on MBA courses. The received wisdom from academia and traditional venture capitalists is ‘stick to the plan’. And while long-term thinking is a good thing, it doesn’t always work. The lesson of disruptive technology is that some currently obscure or generally dismissed technology can seemingly come from nowhere and turn an industry on its head. We don’t believe that Blockbusters could have…
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