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Cycling in Aspen - Immersed In A Big Trend

Good morning from Aspen.

I had a very full day of riding, working and shopping in and around Aspen. It was incredible. I ended it with a great sushi meal with my good friends Brad and Amy Feld who live here. A few pics…

Jordan was employee 5 at Strava and now founder of Breakaway App

Jack is COO of a favorite cycling fashion brand Pedal Mafia (Australia)

Ventum racing founder Diaa Nour custom bike to cycling legend Christian VandeVelde

I am here for the ‘Little Nell’ cycling camp (10th annual). My friend Raja was visiting me in Coronado a few weeks back and told me about the camp and he said I should join him. Raja invested with our fund in the cycling marketplace DSTNC. As everyone who reads here knows I have gone down the cycling rabbit hole for fun, fitness, health and investing.

The more I ride, the more I spend time with the products, the more I learn, the more excited I get about the growth in the industry. I'll dive more into this tomorrow.

Back in January, I wrote a post titled ‘The End Of Web 2.0 ...Investing Against The Terminally Online Trend’. The gist…

I am an expert in hindsight, so in my expert opinion 2022 brought us to the end of web 2.0.

We were promised crypto, web 3 and now AI, but really what we have is LVMH (see my post here), ALO, Top Golf, Coal Stocks, Saudi oil princes and some new overlords (Apple, Musk, TikTok) managing the web 2 pipes.

In 2021 I mostly stopped seed investing because everything looked the same and the prices were silly.

In 2022 I spent the most time offline and off my computers than I can remember, cycling, hiking and seeing the world.

The economy is the economy and I can't change that, but the next era will be very good for the creatives and best marketers of course, but also those that break free of being terminally online and those that build products, experiences and companies that cater to offline first with online and tech infused in the background as the garnish.

Web 2.0 was very good to me. I recognized the trend early as a passionate user of the products and went all in starting and investing in the trend.

In the spirit of not being terminally online in 2023 and beyond, I am finding golf, cycling, wealth and fitness/sports/longevity investments just as exciting as terminally online web 2 companies and investments.

I am not zigging while others Zag because the web is not dead, but reimagining a life for myself in venture investing in trends I am excited to be immersed in.

Have a great day.

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