Four Billion-Dollar Startups That Were Told Their Idea Was Stupid
Benjamin Hoffman
79016

Good piece which subtly reminds us that while ideas can be distilled and over simplified, it's the execution that carries it forward. Looking forward for the next piece!

(also: "I've been on this industry for X years and make $Y per year, Z ebitda…" means jack all when the status quo is broken and the model is re-written. Cool stuff!)