Observations from the 2024 Enterprise Tech 30
April 09, 2024
Section 174 and its Impact on Tech Startups
March 20, 2024
February 27, 2024
February 22, 2024
February 06, 2024
January 30, 2024
December 30, 2023
Adobe x Figma acquisition termination: A few observations
December 19, 2023
Takeaways from Google's Antitrust Trial
December 06, 2023
November 28, 2023
November 15, 2023
Big Tech and investing in AI startups
November 08, 2023
A few takeaways from ARM's IPO
October 02, 2023
September 06, 2023
August 29, 2023
August 23, 2023
Big Tech x Generative AI Q2 Update
August 07, 2023
July 31, 2023
AI and the decline of the Open Web
July 25, 2023
A few product lessons from Threads
July 11, 2023
Apple Vision Pro and subsidizing R&D
June 21, 2023
Observations from the 2023 Enterprise Tech 30
June 05, 2023
May 16, 2023
May 04, 2023
Stripe vs Adyen Financials: 2023 Update
April 11, 2023
Understanding Twitter's Algorithm
April 03, 2023
March 27, 2023
Understanding Stripe's Latest $6.5B Fundraise
March 20, 2023
Considerations for AI-Native Startups
March 07, 2023
February 22, 2023
February 06, 2023
The State of Generative AI Part 2
January 24, 2023
January 18, 2023
January 09, 2023
January 03, 2023
December 16, 2022
Private Equity and SaaS Valuation Floors
November 24, 2022
Understanding the Twitter Acquisition
November 10, 2022
Return on Talent for tech companies
October 26, 2022
Growing platform take rates via distribution
October 11, 2022
September 21, 2022
Startups and Value Creation and Destruction
September 07, 2022
Network effects and token incentives
August 16, 2022
Time-to-Utility and Jobs to be Done
July 26, 2022
Understanding the Modern Data Stack
July 11, 2022
June 22, 2022
Successful Companies and Creating New Job Categories
June 14, 2022
May 31, 2022
Talent, Compensation and Remote Work
May 17, 2022
"Buy with Prime" and Arming The Rebels
April 26, 2022
April 18, 2022
Drive to Survive and Content Marketing
March 28, 2022
March 21, 2022
Observations from the Enterprise Tech 30 List
March 14, 2022
March 07, 2022
February 14, 2022
January 31, 2022
Customer Concentration Risk in B2B Tech Companies
January 17, 2022
January 10, 2022
Crypto meets Consumer Finance: Part 2
January 03, 2022
December 28, 2021
Music Ownership (Taylor's Version)
December 14, 2021
4 strategies for setting marketplace take rates
December 07, 2021
The evolution of SaaS companies
November 30, 2021
November 23, 2021
November 09, 2021
November 01, 2021
Freshworks and the Globalization of SaaS
October 26, 2021
Understanding the Instant-Delivery Phenomenon
October 18, 2021
October 04, 2021
Gitlab and All-Remote Companies
September 27, 2021
NFTs as financial assets, status, identity, community and fun
September 21, 2021
Beneficiaries of App Store Changes
September 14, 2021
August 30, 2021
August 24, 2021
A few more Q2 earnings musings
August 16, 2021
August 09, 2021
August 03, 2021
Streaming, COVID-19, and the Changing Theatrical Window
July 26, 2021
July 19, 2021
Duolingo and Consumer Subscription Businesses
July 13, 2021
July 05, 2021
June 29, 2021
June 21, 2021
June 14, 2021
FIGS and Successful DTC Companies
June 08, 2021
The True Addressable Market for Digital Advertising
May 31, 2021
Fintech and Regulatory Arbitrage
May 24, 2021
May 17, 2021
Ximalaya and the Economy of Ears
May 11, 2021
Employee compensation and one-year equity grants
May 04, 2021
Programmatic SEO, the long tail and customer acquisition
April 26, 2021
April 19, 2021
Coinbase and the cryptoeconomy
April 12, 2021
April 05, 2021
Creators and diversified monetization
March 29, 2021
Narratives and hype in verticals
March 23, 2021
March 16, 2021
The changing nature of investing
March 09, 2021
March 02, 2021
Narratives, reflexivity, and markets
February 23, 2021
Advertising and signaling in the age of personalization
February 11, 2021
Robinhood: The good, the bad, and the ugly
February 02, 2021
Marketplaces and layering on advertising
January 26, 2021
Marketplace take rates factors
January 19, 2021
January 12, 2021
January 05, 2021
The rise of intangibles and the demise of accounting
December 22, 2020
The Long-termism of the Stock Market
December 15, 2020
December 08, 2020
What if Amazon or Google builds this?
December 01, 2020
Airbnb and the COVID-19 Recovery
November 24, 2020
Doordash and Profitable Food Delivery
November 17, 2020
November 03, 2020
Making sense of the stock market
August 30, 2020
The Apple App Store and Market Power
August 14, 2020
August 04, 2020
July 02, 2020
Lies, Damned Lies, and Stock-based Compensation
May 25, 2020
📉 The impact of COVID-19 on the S&P500
May 18, 2020
Live Sports during COVID-19 and beyond
May 16, 2020
Musings about tech and business
August 25, 2019