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February 2021

Why Hardware + Software Combinations Create Great Businesses
How hardware + software results in valuable & differentiated products, sticky customers, and attractive margins, building off of a post by Marco…
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Ian D'Silva
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January 2021

October 2020

Peloton Interactive: An Ecosystem Strategy to Top The Leaderboard
Peloton's moat is deep, but not impenetrable. Three big bold bets could help keep Peloton atop the leaderboard for the long run.
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Ian D'Silva

July 2020

Ian’s Fantasy VC Portfolio
Inspired by Turner Novak’s fantasy venture capital portfolios, I am putting together a fantasy VC portfolio.

June 2020

The Future of Storytelling Media: What is it, Who Will Deliver It, and The Implications
Media experiences have always been standardized and passive ones. The future of media is making the experience personalized and active.

December 2019

The Shared Economy: Creating Value by Making Assets More Productive
This past year, we’ve seen many startups score enormous valuations. Airbnb was valued at $35B, Rent the Runway reached a $1B valuation with a $125M…
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Ian D'Silva
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