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
If you want to win, you gotta spike
How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
The future must be built on truth
After a short break, Napkin Math returns with a new writer
Triller's S1 raises questions about its numbers
Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
Some researchers are convinced that we are on the cusp of superintelligence. Are they right?
Half a century removed from its glory days, the Hollywood giant has a new rescue plan
China, boring AI, vertical SaaS, and Apple's power
The politics of progress has a new manual
Software that drives hardware adoption is rarer than you think
Make your spreadsheets shape strategy
Maybe the new world is the same as the old
Get in, loser—we’re disrupting Oracle
My explorations in image generation
A three-sided marketplace to bring specialty retail to the internet
Is AI training a sustainable business model for the future?
The Weird Future Ahead
How governments and companies are engaged in mutual manipulation
The solution to the problem of social media is to build something better
Hint: Nvidia’s success is based on much more than chips
Addicted, overwhelmed, oversubscribed: How technology hooked the world
An interview with Nir Eyal