This month, I thought I’d highlight three theses I’ve been noodling on for some time now.

Asset Deployment

Airbnb and Uber are prime examples of companies that leverage Internet-enabled networks and markets to allow for the monetization of uncovered assets, previously underutilized. If you view this as an umbrella concept, we’re still in early innings. Personal assets can stretch far beyond cars and real estate:

  • Free Time
  • Knowledge…

Some of the largest companies in interesting, big industries (insurance, banking, real estate, distribution, manufacturing) have functioned in a homologous manner for years. I continue to be interested in these markets because the innovation to date in the categories has been largely about external experience over internal structure.

Thoughts on Scale

It’s important…

Aashay Sanghvi

Learning / Writing / Investing

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