A review of the Q2 earnings: growth in digital subscriptions, a fall in advertising, and a decline in APRU due to long-term investing.
Last week I pitched the idea of buying a school bus operator. This week I tell you how to do it.
The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart
What drivers think of AB 5, why it was written, and the pricing differences between services
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
A three-sided marketplace to bring specialty retail to the internet
Why subscription hardware is better than hardware, the cross-selling opportunity, how Mirror could lead to a connected home, and why Mirror is a call option for Lululemon.
Candidates earn jobs by putting in more work than their competition
Ant's IPO has been taken down. What happened, what do you need to know and what should we expect to see next?
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