Information Funnels
I firmly believe our information outputs are only as good as our information inputs. Everyday, each of us consumes a unique mosaic of content that informs our actions and opinions. This ‘information diet’ influences our view of the world and provides a differentiated foundation for decision making. Consequently, what we let into our information funnel is incredibly important.
My information funnel consists of a steady diet of newsletters, podcasts, and websites. I also try to optimize my social media feed(s) to have as high a signal-to-noise ratio as possible. Although my funnel is constantly evolving, I think it is worth sharing some of the staples:
Newsletters:
- Fintech Brainfood
- Fintech Takes
- Not Boring
- Canadian Fintech
- Fintech Blueprint
- Bankless
- Net Interest
- Blockworks Weekly Newsletter
- Colossus
- The Latticework
- TLDR Crypto
- Thoughts From the Frontline
- Self-curated with Refind
Websites to browse:
- Abnormal Returns
- The Generalist
- Seth Godin
- Farnam Street
- Michael Kitces
- Dror Poleg
- The Irrelevant Investor
- RIABiz
- Decrypt
- A16z Future
Podcasts:
- Infinite Loops
- The Compound and Friends
- Lenny’s Podcast
- The Long View
- The Human Side of Money
- Invest Like the Best
- Capital Allocators
- Behind the Brand
- Empire
- On the Brink
- Odd Lots
- Law of Code
- Web3 Breakdowns
- Product Thinking
- Panic with Friends
- Bank on It
- Fintech Impact
*This list will be updated on occasion.
Frameworks
It’s easy to get sucked into the need to feel ‘informed’, to chase the latest story or get wrapped up in the 24/7 news cycle. This is particularly true when it comes to keeping up with industry news and developments: product launches, M&A, strategic partnerships, etc…
It is easy to follow the headlines and know WHAT happened.
It is harder to follow the strategy and know WHY it happened.
Frameworks are the scalable way to learn. They teach us HOW to think, rather than WHAT to think.
Some foundational classics are below:
Clayton Christensen’s Jobs to be Done
Geoffrey Moore’s Crossing the Chasm
Eric Reis’s Lean Start-up
Michael Porter’s Three Generic Strategies
Shishir Mehrotra’s Four Myths of Bundling
Hamilton Helmer’s Seven Powers
Rory Sutherland’s Ten Rules of Alchemy
Jim McKelvey’s Innovation Stacks
Ben Thomson’s Aggregation Theory
USV’s Fat Protocol Theory
Claude Shannon’s Information Theory
Eugene Wei’s Invisible Asymptotes
Nik Bhatia’s Layered Money
James Carse’s Finite and Infinite Games
Richard Rumelt’s Good Strategy Bad Strategy
Alex Moazed’s Modern Monopolies
etc…
*This list will be updated on occasion.
Headlines apply once. Frameworks apply often. They are a first principles way of looking at the world.
Chase frameworks, not headlines.