Resources

The Smart Enterprise Wave

Joe Lonsdale

This paper describes the urgent need and unprecedented opportunity for Smart Enterprise platforms to enable app-driven innovation and disrupt large, old-line industries. There exist a variety of network effects and winner-take-all dynamics during this one-time event in which the original, closed technology infrastructure in these industries is opened up, and upgraded to leverage big data.

The Coming Transformation

Joe Lonsdale and Zac Bookman

This paper discusses the present age of creative destruction.  New technologies will disrupt major industries, creating a large transfer of wealth and power in the global economy.

Angel Investing

Joe Lonsdale

This paper discusses the theory and practice behind winning pre-growth investments.