When everyone’s a streamer, nobody is.
The Pricing Power Flex
A Napkin Math and Trapital Production
The Weird Future Ahead
The newest SaaS company to hit the public markets
The complicated business of selling social good
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
Why the best deals are done with no data at all
Notion: The Embattled Artist
The Murky Future of American Housing
Who has the brawn to capture creator’s profit?
An examination of the Twitch Hack data
Exploring the SPAC Frontier
The impending doom of horizontal SaaS
A somewhat impartial review of current NFT business models
Hints to why their shares popped 60% in their first day
How the LTV/CAC ratio is manipulated to take advantage of retail investors
The market failures damning content to ever increasing sensationalism
Remora, The Bureaucracy Buster
In Practice Beta V2
A Review of An Ugly Truth
Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.
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
A Case Study on Market Structures and Harm