Finally, a clear explanation of bookings, billings and revenue
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
How to make 1 + 1 = 3
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.
Short-form premium video is here to stay.
How to see what you aren't seeing
