A dispatch from a hacker conference in San Francisco
The Search For the Winning Formula
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.
An Intuitive Explainer for How To Lose Money and Win Anyway
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
It's A Brave New World
Surely nothing bad will happen with an AI hooked up to the internet
The largest IPO in history is happening in China with Ant Financial. In this post, we discuss all the services Ant Financial provides and what to expect in the future from Ant.
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
This is the dumbest AI will ever be—and it’s still magic
2024 is the year I go big
The Rugged Landscape of Digital Advertising
Startups screw up sometimes, but making things cheaper is a moral necessity
I’m wondering if I can deep-fry my way out of the apocalypse
A $100B Bet on Two Brothers
My sick, unexplainable desire to buy a face computer
How can you know when to invest?
Neither hellscape nor utopia—the internet makes society anew
AI is about to remake our information ecosystem and it is past time for us to prepare
Why community and social network effects will be key to winning the future
Interest rates do not equal innovation rates
How to think about investing in a startup versus a public company
No one cares, so take more risks
And it means there are big changes ahead for what software can do
