Valley Nordic

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We are back after a long summer break. In this episode we get inside Arne's box of B2B SaaS and discuss CAC, LTV, Payback period, and other financial metrics. 

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We reflect on the last 99 episodes by reviewing the podcast stats, guests who honored us,  and the 27 companies we analyzed in the last ~4 years. 

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What is deglobalization? Why is it happening? What does it mean for startups? 

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We segment the Metaverse into three categories:

1. Metaverse that requires new hardware to be worn by users (VR headsets, AR glasses, etc.)

2. Metaverse that does not require new hardware but requires crypto (NFTs, wallets, etc.)

3. Metaverse that neither requires new hardware nor crypto

We apply Rogers innovation adoption model to each of the segments to understand if they can have mass adoption. 

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Elon Musk buying Twitter has been talk of the town in Silicon Valley for the last few days. Arne and I discuss what's happening and why.

Chander's blogpost from 2009 on Twitter's potential. 

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HP which makes PCs and printers acquires a company, Poly (Plantronics + Polycom), that makes headphones, conference room phones, and cameras. We wonder why. 

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We discuss Chander's forbes article on management which offers a new framework for looking at management. The framework has four dimensions: 

1. Domain Management 
2. Organizational Management 
3. Perception Management 
4. Feelings Management 

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We discuss top three sectors for new sovereign investments influenced by the current Russia Ukraine war: 

1. Energy 

2. Defence (Cyber, Weapons, Surveillance) 

3.  Increased self-reliance (Money, Food) 

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We discuss what is Web3 (and Web 3.0). How it came about? And, the debate associated with it.

Links to the articles we referenced in the episode:

1. Semantic web

2. Moxie Marlinspike on Web3

3. David Rosenthal on Crypto 

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We kickoff season 4 with a discussion on what's happening in the financial markets in 2022.