Venture Desktop
18 episodes - English - Latest episode: almost 4 years ago -Venture Desktop is a weekly video and audio letter exploring key threads that I am picking up on the ground as I think about, invest in, and work with companies that are shaping the rapidly changing world that we live in.
venturedesktop.substack.com
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Episodes
Organizing for Innovation
June 11, 2020 07:32 - 17 minutesThis audio essay explores how corporations can empower new people with new ideas to drive more inclusive growth. You can read the full text version of the essay here. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit venturedesktop.substack.com
🎧 Spotify's New Customer
May 22, 2020 12:57 - 15 minutesI 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 episodes, visit venturedesktop.substack.com
🎧 Spotify's New Customer
May 22, 2020 12:57 - 15 minutesI 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 episodes, visit venturedesktop.substack.com
🎧 Patient Innovation, Co-opetition, and Competitive Advantage
May 11, 2020 10:29 - 10 minutesWhy 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit venturedesktop.substa...
🎧 Patient Innovation, Co-opetition, and Competitive Advantage
May 11, 2020 10:29 - 10 minutesWhy 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit venturedesktop.substack.com
🎧 The Merits of Bottoms Up Investing
May 10, 2020 22:18 - 16 minutesSeth 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 text of this audio essay here and you can access all of the links and images from this audio essay here. Subscribe to Venture Desktop on Spotify ...
🎧 The Merits of Bottoms Up Investing
May 10, 2020 22:18 - 16 minutesSeth 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 text of this audio essay here and you can access all of the links and images from this audio essay here. * Subscribe to Venture Desktop on ...
🎧 Episode 4 - Trend Following in Consumer Wellness
January 03, 2020 00:20 - 22 minutesWelcome 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit venturedesktop.substack.com
🎧 Episode 4 - Trend Following in Consumer Wellness
January 03, 2020 00:20 - 22 minutesWelcome 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit venturedesktop.substack.com
3. Consumer SaaS
December 26, 2019 20:24 - 18 minutes - 34.7 MBIn 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 want to stay up to date, come find me on Twitter @brettbivens or head to venturedesktop.substack.com to subscribe to the newsletter. Consumer S...
🎧 Episode 3 — Consumer SaaS
December 26, 2019 20:24 - 18 minutesIn 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 want to stay up to date, come find me on Twitter @brettbivens or head to venturedesktop.substack.com to subscribe to the newsletter. Consumer S...
🎧 Episode 3 — Consumer SaaS
December 26, 2019 20:24 - 18 minutesIn 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 want to stay up to date, come find me on Twitter @brettbivens or head to venturedesktop.substack.com to subscribe to the newsletter. Consumer S...
🎧 Episode 2 — The Rise of Creator Led Media Companies
December 20, 2019 07:00 - 11 minutesIn 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 skillset of an individual or a small team. For more on all of the links discussed in the episode and to stay up to date on new episodes, head to ventu...
2. The Rise of Creator Led Media Companies
December 20, 2019 07:00 - 11 minutes - 20.9 MBIn 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 skillset of an individual or a small team. For more on all of the links discussed in the episode and to stay up to date on new episodes, head to ventu...
🎧 Episode 2 — The Rise of Creator Led Media Companies
December 20, 2019 07:00 - 11 minutesIn 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 skillset of an individual or a small team. For more on all of the links discussed in the episode and to stay up to date on new episodes, head to ventu...
🎧 Episode 1 — Spotify, Audio, and Business Model Leverage
December 13, 2019 09:18 - 12 minutesThis 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 find all of the links from the episode below. Maffei — "When you sum it, we believe the ear is under-monetized versus the eye." "Audio...Lib...
🎧 Episode 1 — Spotify, Audio, and Business Model Leverage
December 13, 2019 09:18 - 12 minutesThis 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 find all of the links from the episode below. Maffei — "When you sum it, we believe the ear is under-monetized versus the eye." "Audio...Lib...
1. Spotify, Audio, and Business Model Leverage
December 13, 2019 09:18 - 12 minutes - 5.74 MBThis 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 find all of the links from the episode below. Maffei — "When you sum it, we believe the ear is under-monetized versus the eye." "Audio...Lib...