Romeen Sheth

h/t @apoorv03 for a great article and analysis. Full article at: apoorv03.com/p/mang

Fantastic pod on education with @pmarca and @bhorowitz. They discuss each of the pillars of the modern university: 1. Credentialing agencies 2. Educational courses 3. Research bureau 4. Policy think thank 5. Moral instructor 6. Social reformer 7. Immigration agency 8. Sports league 9. Hedge fund 10. Adulty daycare 11. Dating site 12. Lobbying firm

As always, a thoughtful note from Brent. Worth a read.

This is a good framework. Agree with all boxes. Only nuance / counter I would add to the bottom left is need for consolidation to break through in a market (likely in some markets when market is nascent)

Very strong post - lots of practical, nuanced tips in here