Books We Read

The Mobile Wave: How Mobile Intelligence will Change Everything , Michael Saylor has written a comprehensive view of how internet connected wireless devices are impacting massive swaths of the economy on a global scale.  He has a unique perspective of being CEO of Microstrategy (MSTR), a $1.2 billion market cap business intelligence software company.  He has had a ringside seat in the evolution of internet based business processes.  This book does a good job describing themes in which most of our portfolio is involved.

Abundance_Future Better than you Think -Chapter_1: I have linked this to a pdf of the first chapter of the book, Abundance -The Future is Better Than You Think by Peter Diamandis and Steven Kotler. I also have a link on a video of Peter’s presentation at TED in February 2012 entitled “Abundance is our Future“. This book and 15 minute video can open your eyes to the progress and possibilities of technology that the Keynesians you hear everyday just don’t get.

Generations: The History of America’s Future, 1584 to 2069 Neil Howe and William Strauss,  Written in 1992, this book provided a sweeping view of our future based on rigorous study of our demographics and social history.  They present the history of America as a succession of generational biographies, beginning in 1584 and encompassing every-one through the children of today. Their bold theory is that each generation belongs to one of four types, and that these types repeat sequentially in a fixed pattern. The vision of Generations allows us to plot a recurring cycle in American history.

The Fourth Turning: An American Prophecy also by Howe and Strauss.  The subtitle is revealing . . . “What the Cycles of History Tell Us About America’s Next Rendezvous with Destiny”.  Howe and Strauss wrote this book in 1997.  They predicted a terrorist attack of the scale of 9/11 and a financial crisis on the scale of 2008.  The book merits a careful reading for its political and social insights.

Digital Deflation, Graham Tanaka wrote this book in 2004 and it remains extremely relevant.  The key message is inflation is being overstated and productivity is being understated.  The government numbers do an inadequate job accounting for the impact of technology on the economy.

What Technology Wants, Kevin Kelly  Technology is a living, natural system with biological origins and inevitable trajectories that can be discerned and engaged proactively. The book is a less technical extension of Kurzweil’s views of accelerating technology development.

Eat People and Other Unapologetic Rules for Game Changing Entrepreneurs  , Andy Kessler “How entrepreneurs find the next big thing and make it huge

The Rational Optimist, Matt RidleyHow prosperity evolves

Fortune’s Formula, William Poundstone The untold story of the scientific system thet beat the casinos and Wall Street”

Predictably Irrational, Dan ArielyThe hidden forces that shape our decisions

Viral Loop, Adam Penenberg “From Facebook to Twitter, how today’s smartest businesses grow themselves”

The Power of Pull, Hagel, Brown and Davison “How small moves, smartly made, can set big things in motion.”

Technological Revolutions and Financial Capital, Carlota Perez “The dynamics of bubbles and golden ages”

Making Sense of the Dollar, Marc Chandler “Exposing dangerous myths about trade and foreign exchange”

The Ascent of Money, Niall Ferguson : “A financial history of the world”

Blue Ocean Strategy, W. Chan Kim & Renee Mauborgne : “How to create uncontested market space and make the competition irrelevant”

The Bottomless Well, Peter Huber & Mark Mills : “The twilight of fuel, the virtue of waste, and why we will never run out of energy”

Crossing the Chasm, Geoffrey A. Moore:”Marketing and selling high-tech products to mainstream customers”

The Gorilla Game, Geoffrey A. Moore : “Picking winners in high technology”

The Innovator’s Prescription, Clayton M. Chritensen : “A disruptive solution for healthcare”

Inside the Tornado, Geoffrey A. Moore : “Marketing strategies from Silicon Valley’s cutting edge”

Linked, Albert Laszlo Barabasi “How everything is connected to everything else and what it means for business, science and everyday life”

The Myth of the Rational Market, Justin Fox : “A history of risk, reward and delusion on Wall Street”

The Next 100 Years, George Friedman : “A forecast for the 21st century”

Our Brave New World, Gavekal Research : “History never repeats itself, but it often rhymes”

Revolutionary Wealth, Alvin & Heidi Toffler : “How it will be created and how it will change our lives”

Six Degrees, Duncan J. Watts : “The science of a connected age”

The Tao of Warren Buffet, Mary Buffet & David Clark : “Warren Buffet’s words of wisdom, quotations and interpretations to help guide you to billionaire wealth and enlightened business management”

Think Twice, Michael J. Mauboussin : “Harnessing the power of counterintuition”