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Here’s What the Most Iconic Tech Investors Read Each Morning

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When you must be on the cutting edge of the intersection of finance and technology at all times, it pays to be an adamant reader.

Books are obviously a huge source of information for the world’s best investors – and we’ve looked at their book recommendations in the past – but perhaps even more telling is what they read on a day-to-day basis.

Today, we get a snapshot of the morning reading of top notch venture capitalists to see how they get the perspectives, inspiration, and insights that help drive their investments.

Morning Reading for Tech Investors

Joe Hovde, from the Ramen Profitable blog, collected data from the interviews of every venture capitalist and entrepreneur featured on the popular Twenty Minute VC podcast.

Nearly every guest on the podcast is asked to provide a blog recommendation, and Hovde has visualized this information.

The most cited blogs include AVC, Term Sheet, Mattermark Daily, and the Ben Evans Newsletter:

The Blogs that Iconic Tech Investors Read Each Morning

Despite the wild amount of variance in recommendations, here are the top seven with brief summaries and links:

  1. AVC
  2. Internet commentary from Fred Wilson, a prominent NYC-based venture capitalist. (Free)

  3. Term Sheet
  4. This widely-read newsletter at Fortune was authored by Dan Primack until a month ago. However, Primack left to start a new venture. Now the column has been taken over by Erin Griffith. (Free)

  5. Mattermark Daily
  6. A human-curated newsletter that brings perspectives, insights, and lessons learned from investors and operators in the startup ecosystem. (Free)

  7. Ben Evans Newsletter
  8. Benedict Evans is a partner at Andreessen Horowitz, and his newsletter highlights interesting links in technology each week. (Free)

  9. Feld Thoughts
  10. Brad Feld has been an early-stage investor since 1987, and is best known for co-founding startup accelerator Techstars. (Free)

  11. The Information
  12. Not the album by Beck. Instead, it’s a popular subscription newsletter headed by Jessica Lessin that focuses on deeply-reported articles about the technology industry that can’t be found elsewhere. ($39/month)

  13. Strictly VC
  14. A daily email by Connie Loizos that provides readers information related to venture capital firms, finance, and business investment. Loizos is also the Silicon Valley editor for Techcrunch. (Free)

Here’s the data again, sorted by author:

The Blog Authors that Iconic Tech Investors Read Each Morning

Some additional names that stand out here include Tim Ferriss, James Altucher, Bill Gurley, Tim Urban (of Wait But Why fame), and Paul Graham.

Feel free to recommend other essential reading for aspiring tech investors below.

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Charting the Next Generation of Internet

In this graphic, Visual Capitalist has partnered with MSCI to explore the potential of satellite internet as the next generation of internet innovation.

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Teaser image of a bubble chart showing the large addressable market of satellite internet.

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The following content is sponsored by MSCI

Could Tomorrow’s Internet be Streamed from Space?

In 2023, 2.6 billion people could not access the internet. Today, companies worldwide are looking to innovative technology to ensure more people are online at the speed of today’s technology. 

Could satellite internet provide the solution?  

In collaboration with MSCI, we embarked on a journey to explore whether tomorrow’s internet could be streamed from space. 

Satellite Internet’s Potential Customer Base

Millions of people live in rural communities or mobile homes, and many spend much of their lives at sea or have no fixed abode. So, they cannot access the internet simply because the technology is unavailable. 

Satellite internet gives these communities access to the internet without requiring a fixed location. Consequently, the volume of people who could get online using satellite internet is significant:

AreaPotential Subscribers
Households Without Internet Access600,000,000
RVs 11,000,000
Recreational Boats8,500,000
Ships100,000
Commercial Aircraft25,000

Advances in Satellite Technology

Satellite internet is not a new concept. However, it has only recently been that roadblocks around cost and long turnaround times have been overcome.

NASA’s space shuttle, until it was retired in 2011, was the only reusable means of transporting crew and cargo into orbit. It cost over $1.5 billion and took an average of 252 days to launch and refurbish. 

In stark contrast, SpaceX’s Falcon 9 can now launch objects into orbit and maintain them at a fraction of the time and cost, less than 1% of the space shuttle’s cost.

Average Rocket Turnaround TimeAverage Launch/Refurbishment Cost
Falcon 9*21 days< $1,000,000
Space Shuttle252 days$1,500,000,000 (approximately)

Satellites are now deployed 300 miles in low Earth orbit (LEO) rather than 22,000 miles above Earth in Geostationary Orbit (GEO), previously the typical satellite deployment altitude.

What this means for the consumer is that satellite internet streamed from LEO has a latency of 40 ms, which is an optimal internet connection. Especially when compared to the 700 ms stream latency experienced with satellite internet streamed from GEO. 

What Would it Take to Build a Satellite Internet?

SpaceX, the private company that operates Starlink, currently has 4,500 satellites. However, the company believes it will require 10 times this number to provide comprehensive satellite internet coverage.

Charting the number of active satellites reveals that, despite the increasing number of active satellites, many more must be launched to create a comprehensive satellite internet. 

YearNumber of Active Satellites
20226,905
20214,800
20203,256
20192,272
20182,027
20171,778
20161,462
20151,364
20141,262
20131,187

Next-Generation Internet Innovation

Innovation is at the heart of the internet’s next generation, and the MSCI Next Generation Innovation Index exposes investors to companies that can take advantage of potentially disruptive technologies like satellite internet. 

You can gain exposure to companies advancing access to the internet with four indexes: 

  • MSCI ACWI IMI Next Generation Internet Innovation Index
  • MSCI World IMI Next Generation Internet Innovation 30 Index
  • MSCI China All Shares IMI Next Generation Internet Innovation Index
  • MSCI China A Onshore IMI Next Generation Internet Innovation Index

MSCI thematic indexes are objective, rules-based, and regularly updated to focus on specific emerging trends that could evolve.

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Click here to explore the MSCI thematic indexes

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