Plus a few things that bring me hope
A examination of when cash can anoint a market winner
It’s the rare business book that you should actually read
Triller's S1 raises questions about its numbers
What is the Cash Conversion Cycle and why is it useful? In this post, we discuss the Cash Conversion Cycle formula, an example calculation, and a comparison of public retailer IPOs.
A somewhat impartial review of current NFT business models
When building a startup gets hard, where should we turn?
Weirder, different, and new
What video games can teach us about building billion-dollar companies
You must escape the shallow joy of more
Free your mind from the Efficient Market Hypothesis
Where does Disney go from here?
My explorations in image generation
The complicated social and financial incentives at the heart of online publishing
Why the best deals are done with no data at all
Notion: The Embattled Artist
A Review of An Ugly Truth
TL;DRThis is the second post on a deep dive in GTM metrics with a focus today on Revenue RetentionSnowflake is a software Dracula. It latche
Written by... a content company
Spotify’s No-Win Predicament
Why would Databricks spend $1.3B?
The complicated business of selling social good
Half a century removed from its glory days, the Hollywood giant has a new rescue plan
Addicted, overwhelmed, oversubscribed: How technology hooked the world
