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Corry Wang
corry_wang
1/ Thoughts on the Myth of the "First Mover"This thread by @danrose stirred something I've been thinking about for a while - the myth of first mover advantageTo this day,
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1/ Lessons From The Tech Bubble:Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was
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I can't post the whole report, but by popular demand, here are a few additional excerpts from my farewell note at Bernstein:(1/x)https://twitter.com/modestproposal1/status/1300483043006779392 2/ This note was originally my boss Toni'
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1/ In September 1993, then-Microsoft exec Nathan Myhrvold wrote his landmark memo "Road Kill on the Information Highway", laying out a dozen-ish predictions on the rise of the internet27 years
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