The Pricing Power Flex
How to see what you aren't seeing
A Napkin Math and Trapital Production
The newest SaaS company to hit the public markets
Chegg grew their stock price from under $10 to over $85. They did it by changing their business model from the ground up and investing in digital media content.
The original cloud kitchen, ten years before it was cool
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.
The complicated business of selling social good
How to make 1 + 1 = 3
How the professional platform makes networking weird
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
An Intuitive Explainer for How To Lose Money and Win Anyway
The dust has settled. Now what?
How a Scrappy Utah Software Company Ignored Every Silicon Valley Heuristic and Won Anyway
And other lessons from a 9-figure edtech startup
Substack can't decide if it's a CMS or a media brand. Neither could Medium. Their indecision will likely lead to similar outcomes.
An unlikely marriage where both sides win
The content format is a red herring. What really matters is the structure and purpose of TikTok’s network, which is antithetical to Instagram.
How the tool for networked thought can grow into its $200m valuation
The surprisingly compelling audio app that has consumed my life
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