Software that drives hardware adoption is rarer than you think
24 2 Feb 22, 2024 by Evan Armstrong
Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.
23 Jul 28, 2021 by Evan Armstrong
Can AI agents make you a billionaire?
22 1 Apr 3, 2024 by Evan Armstrong
Remora, The Bureaucracy Buster
22 Aug 20, 2021 by Evan Armstrong
The impending doom of horizontal SaaS
21 Oct 7, 2021 by Evan Armstrong
Polls and pundits don't do a good job of predicting election results. But what about prediction markets? In this post, we discuss what makes a good market and what could cause it to be wrong.
21 Nov 4, 2020 by Adam Keesling
The newest SaaS company to hit the public markets
21 2 Jan 13, 2022 by Evan Armstrong
An examination of the Twitch Hack data
20 2 Oct 28, 2021 by Evan Armstrong
Last week I pitched the idea of buying a school bus operator. This week I tell you how to do it.
20 Sep 9, 2020 by Adam Keesling
The Unity Conundrum
19 Aug 12, 2022 by Evan Armstrong
Candidates earn jobs by putting in more work than their competition
18 Jun 10, 2020 by Adam Keesling
Hints to why their shares popped 60% in their first day
18 Sep 23, 2021 by Evan Armstrong
My quest to find Jesus Christ with a Gulfstream
18 5 Apr 11, 2024 by Evan Armstrong
How Technology Enables Companies to Charge More
17 Jul 9, 2021 by Evan Armstrong
Exploring the SPAC Frontier
16 Oct 14, 2021 by Evan Armstrong and Ryan Duffy
The Murky Future of American Housing
15 Nov 19, 2021 by Evan Armstrong
Ant's IPO has been taken down. What happened, what do you need to know and what should we expect to see next?
15 Nov 6, 2020 by Adam Keesling
When everyone’s a streamer, nobody is.
15 Feb 17, 2022 by Evan Armstrong
The market failures damning content to ever increasing sensationalism
14 Sep 2, 2021 by Evan Armstrong
Apple has a hit on its hands. Will it seize the opportunity?
12 2 Apr 18, 2024 by Evan Armstrong
The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart
12 May 29, 2020 by Adam Keesling
Net Income and the Refactoring of Our Financial Ideology
12 Jun 17, 2021 by Evan Armstrong
What have I learned from two years of writing?
11 🔒 Apr 23, 2024 by Evan Armstrong
A review of the Q2 earnings: growth in digital subscriptions, a fall in advertising, and a decline in APRU due to long-term investing.
11 Aug 7, 2020 by Adam Keesling
How product, marketing, and cost innovations create a massive opportunity
10 Jan 30, 2021 by Adam Keesling
