A Napkin Math and Trapital Production
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.
Supply, Demand, and Memes. Lots of Memes.
Recent outages test the limits of a centralized internet
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Evan Armstrong
Adam Keesling
Nat Eliason
Nikhil Mulani