How to see what you aren't seeing
Hello! Welcome to Three Shorts, a recurring series where I unpack the strategy behind the news in as few bullet points as possible.Enjoy!Fas
The strategy behind the news, in as few bullet points as possible
Fool me once, shame on you...
How Creator Platforms Are Eroding Their Most Important Resource
A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.
It’s time to compete. Not complain.
An introduction to Clay Christensen’s most underrated idea: “The Conservation of Modularity”
A deep dive into the monetization challenges of Reddit and the road to profitability it can take by embracing creators.
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Nathan Baschez
Nat Eliason
Li Jin
Adam Keesling
Rohit Kaul