time and capital allocation

Yonatan Ben Shimon
3 min readOct 19, 2020

I want to share a framework for thought that helps me understand why some companies are more successful than others and as a way to think about things to do or not .

Time and energy are the most important resources in the world.

Theory

  1. People want to get the same things : food, shelter , education , kids , fun & make money with their skill ..
  2. Technology help invent ways to get this things cheaper and better
  3. All successful companies in the world came up with ways to make the things people want cheaper , quicker and faster or help them make more money with their time.
  4. People gain wealth when 1. They find people new ways to make more money on their time and energy or 2. Give them something they want for less money .
  5. where massive groups of people allocate their time : social networks(to connect with friends and get entertainment ) , their jobs(to make money) — in these categories winners are the social networks and the super users that are on top of it .
  6. where massive groups of people allocate money : capital allocators ( investment firms and funds , expensive products (house and a car) and basics (food ) -in these categories tech winners are jeff besos and shopify and companies like robinhood.

The ones who help people to allocate time best : platforms that help people to make more money from their work .

The once who allocate capital the best are:

the ones that help people make more money from their business — the first version of that was e-commerce and the second version will empower influencers to sell virtual or physical personal goods or get value as an entity(via an ipo or a personal tokens) .

Potential opportunities :

There is a whole class of people on the internet which create a lot of value and is not making money .\ they are not allocating their time the best way !

Those people are :

Influencers, entertainers, and artists: streamers, artists , gamers, musicians and anyone that attracts the attention of other people .

Open-source tool developers — they develop tools such as compilers , encryption tools , new languages, and other things that other programmers use to make their things.

Opportunities i care about : invest into new business models that help creators own more of what they create .

Because I’m more attracted to crypto and to finance I will only mention the businesses that I’m interested which include crypto in various ways or finance.

For the first category ( influencers ) , the two ways i see to enable them better time allocations are :

  • New Ecommerce personal brand sites: Sell new , digital (or physical things ) — (zora)- enable the artist to sell a digital item that gives unique access and benefits to the artist, for the artists its a way to make more money and for the community its a more engaging way to interact.
  • Investment bank for influencers: Sell a piece of their future using crypto — community\ personal tokens — this is crypto tokens that represent the influencers future profits . platforms such as roll or rally help creators to issue and sell this tokens.
  • A traditional market, influencer focused investment banks: Sell a piece of their future using the traditional markets \aka — influencers to ipo themselves.

summarize: I think time and money are the same, money is time in a package, and the best way to help someone is to help him allocate his time and money more efficiently. the best way I found of how to do is to enable a business or a person to make more money from the same set of resources.

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Yonatan Ben Shimon

care about discovering and enabling new types of assets as tools to give me and everyone wealth and freedom.