January 28, 2024
December 10, 2023
September 10, 2023
June 11, 2023
#156 - Silicon Valley Bank: An Autopsy
March 26, 2023
February 26, 2023
January 29, 2023
January 08, 2023
January 01, 2023
#152 - Cleaning Up After The Party
December 18, 2022
#151 - Addition by Subtraction, Take 2
December 11, 2022
#150 - Naughty or Nice? - Part 2
December 04, 2022
#149 - Don’t be a Turkey (From the Archives)
November 27, 2022
#148 - Naughty or Nice? - Part 1
November 20, 2022
November 13, 2022
November 06, 2022
#145 - Casper: An Autopsy (From the Archives)
October 30, 2022
October 23, 2022
#143 - Poshmark Throws In The Towel
October 16, 2022
October 09, 2022
#142 - Guillotines & Sandpaper (From the Archives)
October 02, 2022
#141 - Rent the Runway's Spotify Problem
September 25, 2022
September 18, 2022
September 11, 2022
#138 - Addition by Subtraction (From the Archives)
September 04, 2022
August 28, 2022
August 21, 2022
#135 - Horizontal Advantages (From the Archives)
August 14, 2022
August 07, 2022
July 31, 2022
July 17, 2022
July 10, 2022
#129 - Back to the Future: Webvan
June 26, 2022
June 19, 2022
#127 - An Ecommerce Recession - Part 2
June 12, 2022
#126 - An Ecommerce Recession - Part 1
June 05, 2022
#125 - The Beanie Baby Bubble (From the Archive)
May 29, 2022
May 22, 2022
May 01, 2022
April 24, 2022
April 17, 2022
April 10, 2022
#118 - Silver(man) Into Gold (From the Archives)
April 03, 2022
March 27, 2022
March 20, 2022
March 13, 2022
#114 - Dropbox 2.0 (From the Archives)
March 06, 2022
#113 - The Art of Doing Nothing
February 27, 2022
#112 - Throwing Spaghetti Against The Wall, Part 2
February 20, 2022
#111 - Throwing Spaghetti Against The Wall, Part 1
February 13, 2022
February 06, 2022
January 30, 2022
January 23, 2022
January 16, 2022
January 09, 2022
#105 - The Most Important Metric (Best of 2021)
January 02, 2022
#104 - Spotify's Second Act (Best of 2021)
December 26, 2021
December 19, 2021
#103 - Creator Gini Coefficients
December 12, 2021
December 05, 2021
#101 - Don’t be a Turkey (From the Archives)
November 28, 2021
#100 - Digital Economies of Scale
November 21, 2021
November 14, 2021
#98 - Marketplace Liquidity (From the Archives)
November 07, 2021
October 31, 2021
October 24, 2021
#95 - The (Podcast) Dream Team Revisited
October 17, 2021
October 10, 2021
October 03, 2021
September 26, 2021
#92 - The Rent Is Too Damn High
September 19, 2021
#91 - Culture Eats Strategy (From the Archives)
September 12, 2021
#90 - Only The Paranoid Survive
September 05, 2021
#89 - The Perfect Market - Part 2
August 29, 2021
#88 - The Perfect Market - Part 1
August 22, 2021
August 15, 2021
#34 - What is Substack? (From the Archives)
August 08, 2021
#86 - Nike’s Distribution Flex
August 01, 2021
#85 - The Bill Gurley Starter Kit - Part 2
July 25, 2021
#84 - The Bill Gurley Starter Kit - Part 1
July 18, 2021
July 11, 2021
July 04, 2021
June 27, 2021
June 20, 2021