Friday, September 13, 2019

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Navigating The Hong Kong Protests
Hong Kong: A Crisis For Capitalism As Much As Communism
News: Hong Kong, Plan B, Mainland, Bubble Tea Summit
Hong Kong 2019: This Is 1989 For Asia
Hong Kong Should Take The Plunge
China, US, Hong Kong, Xinjiang
Universal Basic Income (aka Freedom Dividend) Is Not Free Money
Hong Kong Should Inspire America?
Hong Kong Protests: The World Should Not Watch A Possible Massacre







What I am attempting in Hong Kong is the butterfly effect. I have done this once before. For Nepal in 2005, 2006. But this is much larger in scale. I think it is doable. The most effective way to proceed is to make all parties feel like they have been heard and they have been understood. There has to be intense listening. But also fearless calls for action every step of the way.
















Trying To Understand Hong Kong And China
News: Hong Kong, Kashmir, Vigilantism, Curfew, Terrorism, Diaspora
Hong Kong, Non Violence Works
Globalization 4.0
Xi Jinping Should Act
The Asymmetry Between Beijing And Hong Kong Is On Hong Kong's Side
Defiant Hong Kong
The Two Wangs
Hong Kong: Antennae Problem?
Hong Kong: No Police Solution, No Military Solution, Only A Political Solution
Hong Kong: Let The Dragon Grow Up
























































UBI Blog Post Twitter Marketing

Universal Basic Income (aka Freedom Dividend) Is Not Free Money



























Softbank's Problem: Vision, Not Money




100 billion dollars is a lot of money, but it is not too much money for all the innovation that needs to happen, that will happen, with or without the Softbank Vision Fund. So where did the Vision Fund go wrong?

Masa by now has the wrong vantage point.

A tech startup can fail every step of the way. It can fail post-IPO.

But veterans (and give him credit, he has a Steve Jobs-like aura ... he has a stellar record) like Masa learn to become cautious and careless at the same time. Cases in point: Uber and WeWork.

It is hard to spot Uber and WeWork in their early rounds. But by the time they become unicorns, you think, okay, I missed out when it grew from one million to one billion in market value, but now I got it. If I can hop on now, I will still likely see a 100X growth to my investment, when 10X is considered excellent.

But then things go topsyturvy. Elon Musk wants to eat Uber alive. WeWork starts crumbling down right before your eyes post-IPO.

Both are sound companies. Both shifted the paradigm.

Masa picked Alibaba when Alibaba was really young. He has to go to those roots. Maybe it is hard to do. But there are enough early stage companies in the world today that will easily absorb 100B, or whatever is left of it after Uber and WeWork, two dud investments of Masa.