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Asking questions like: What is strategy? How does one form a strategy? What is competition? Why is there competition?

Andrew Bellay's finger tips
Joined December 2017
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Not gonna like @ODELL, I was pretty concerned that I didn’t hear you crack a beverage until 13 mins into e0.3.6 Are you okay?
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Yo @ODELL, I listened to all 35 eps of @citadeldispatch this week and am a wiser, stackier & humbler bitcoiner. Thank you for the killer content! I’m curious to hear your/guests’ thoughts on decentralized exchanges (like @polarityEx) as a vehicle for increased privacy.
Listening to all of the @citadeldispatch eps from the start. Nopara73 comes off spooky as hell in e0.1.5 - avoiding direct Qs or pretending not to understand them. Highlighting these incentives issues w/ wasabi is why so CD is so valuable. Kudos to @ODELL for not going all-caps.
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Just closed my $TWTR position. Maybe I’m wrong, but I think ppl are tired of rage scrolling and just want to get back to their “normal” lives post election. We’ll see!! Regardless, it was a fun ride from $16.45 to $49.03, just shy of +200%
I opened a small position in $TWTR today. I have not been a huge fan of the stock in the past, but wanted to own some for a few reasons:
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Now I’m thinking about opening a new position @juliey4
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Oh, and all this shady censorship Twitter is doing is bad for business.
Brilliant tactic of the day: Don’t share your passport number on Instagram. Follow me for more important and timely strategy advice.
for the past six months i've been secretly participating in the Do Not Get Arrested Challenge 2020 mango.pdf.zone/finding-forme…
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Interesting @EconTalker today with Anne Applebaum. Best quote from Russ: "I don't have your optimism that 'we' can reign in the excesses of say the left or the right. There is no 'we.' There's no one in charge." cc: @michaelmalice
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"We" are winning "We" will win All will be well
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I was the primary technical source for this article on #5G for @BottomLine_Inc. Good quick read if you're not up to speed on 5G and how it's different from previous generations of #wirelesscommunications and #4G. bottomlineinc.com/life/phone…
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Firefox Send and others will continue to eat into Dropbox's and WeTransfer's B2C file sharing market share.. #free, #safe #encrypted buff.ly/2VQghJg
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"Caffeine focused its #businessmodel on the belief that a truly social experience doesn’t include #subscription or #advertisements. Instead, they looked at games like Fortnite to build an engaging model around #microtransactions of digital items." buff.ly/2VZcTvH
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Interesting concepts in @KHosanagar's "We need an algorithmic bill of rights before algorithms do us wrong" at @FastCompany... but why isn't *caveat emptor* sufficient here? Seems like a typical positive vs negative rights issue... fastcompany.com/90317658/we-…
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Not sure if this is true collusion or not but it's certainly fascinating... will need to research it a bit more buff.ly/2tGqR9O
Definitely concerned with @Tesla's mass market *AND* niche #strategy.. Maybe there's enough alignment to make it all work.. but does the significant drop in capital investment signal something else? buff.ly/2EuYdQq
"The truth is, the vast majority of people aren’t paying much attention to you. That means their perceptions are probably a few years out of date" -- Good article & podcast on personal branding from @HarvardBiz buff.ly/2Qxg2Va