Tren Griffin @trengriffin I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta. Sep. 25, 2019 1 min read

Every business is a digital business. Software eats world.

SasS in a shoe.

"The digital capabilities that [Nike is] creating and investing in are really going to make us a better innovation company — understanding the consumer, serving the consumer."

 https://www.google.com/amp/s/www.cnbc.com/amp/2019/09/25/nike-to-hit-all-time-high-after-the-companys-earnings-crushed-it.html 

With Peloton on deck to price shares tomorrow, who wrote the "SaaS plus a box" post for you to read? Post is free without any advertising.  https://25iq.com/2018/03/10/peloton-the-saas-plus-a-box-business-case/ 

Have you done your "SaaS plus a box" unit economics math today? How robust are your assumptions?  https://techcrunch.com/2019/09/25/peloton-prices-ipo-at-29-per-share/ 

4/ Did you read another post on "atoms meet bits" today?  https://stratechery.com/2019/neither-and-new-lessons-from-uber-and-vision-fund/ 


You can follow @trengriffin.



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