"Age of Miracles"

In this not boring guest post, Dan Teran, founder of Managed by Q and early stage investor, argues that while the pandemic looks like a boon to third-party food delivery companies, it's actually the beginning of the end. He weaves together strategic frameworks from Porter, Christensen, and Peter Drucker, plus actual restaurant data, to show that the current, integrated model is unsustainable, and that third-party food delivery is going to be unbunbled. 

Follow Dan on Twitter and Medium.

Read the full post at Not Boring.

Thanks to our sponsor, OpenPhone, which is building the business phone, reimagined. Check out OpenPhone to set your team up with professional phone numbers and an experience that is so much better than Google Voice. 

Twitter is getting its groove back. Smart acquisitions and product development, in addition to foundational work that the company is doing, might change the bearish narrative that's surrounded the company for half a decade. 

We cover: 

Read the full post at Not Boring

Brett Beller, my good friend and former Breather co-worker, was the first employee and practically co-founder at Drizly, which just sold to Uber for $1.1 billion. Brett tells the stories from Drizly's earliest days, goes deep on liquor laws, talks about why he sold a bunch of his shares a couple years ago, and walks through the emotional rollercoaster of learning that his company sold for $1.1 billion. 

Brought to you by Secfi, which helps startup employees make smarter decisions about their equity.

Supersapiens is energy management for athletes. It provides continuous glucose monitoring (CGM) via a biosensor and app, in partnership with Abbott. That partnership is a cornered resource that gives Supersapiens tremendous power. 

Over the past year, wearables and connected fitness tech have been on fire. Google bought Fitbit for $2.1 billion, Lululemon bought Mirror for $500 million, and WHOOP raised $100 million at a $1.2 billion valuation. I think that Supersapiens will be the next to join that group. 

In this not boring investment memo, we cover: 

To read the full post, and learn more about the opportunity, go to Not Boring.

If you've been wondering what's going on with GameStop, WallStreetBets, and Robinhood, I got you.

Read the full piece on Not Boring.

Brought to you by Future: join our 21 workout challenge.

Dror Poleg, the author of Rethinking Real Estate, a good friend, and one of the longest-standing WeWork rationalists I know joins the not boring podcast on the heels of the WSJ report that WeWork may go public via SPAC. We discuss: 

 - WeWork's history, from 2010 founding to failed IPO

 - Adam Neumann and SoftBank's Masayoshi Son

 - WeWork's business model, competitive advantage, and challenges

 - Why WeWork is healthier coming out of COVID than it was coming into it 

 - Whether WeWork will be more valuable than Airbnb within two years

 - THE WEWORK SPAC and whether we're buyers at $10 billion. 

Follow Dror on Twitter and at drorpoleg.com 

Podz is revolutionizing audio - the very format you're listening to right now - by using machine learning to solve the seemingly intractable audio discovery challenge. I sat down with Podz CEO Doug Imbruce to discuss building social apps, selling his first company to Yahoo!, the state of the audio landscape, and how Podz is going to bring some order to the chaos. 

Download Podz now to try it out and fill out the beta survey to help the team improve the audio experience!

Follow @ListenToPodz on Instagram and Twitter. 

Read the full essay on Not Boring.

You’re going to be hearing a lot more about Web3 (including DeFi), NFTs, and the Metaverse, so today, we'll try to define them and figure out how they fit together. 

You can read the full piece here.

Masterworks is making blue-chip art, a $1.7 trillion asset class with strong returns, low volatility, low correlation, and increasing scarcity, investible. 

Listen to learn about the art market, the most expensive painting ever sold, what makes art valuable, and how you can invest in art with Masterworks. 

And if you want to explore for yourself, sign up for Masterworks with this link to skip the 25k person waitlist: Try Masterworks

Read the full piece at Not Boring

Antara Health is a HealthTech startup based out of Nairobi, Kenya that is building virtual-first primary care for emerging markets. 

It’s reimagining healthcare by leveraging telemedicine, data science, and emerging markets payors’ and regulators’ willingness to try new models. When they succeed, they'll help close the insurance gap in the emerging markets, deliver better healthcare to the billion new members of the global middle class, and extend and improve lives.

In this Not Boring Investment Memo, we'll cover: 

You can read the full essay at Not Boring: Antara Health on Not Boring