Tesla and Shopify: Integration, Modularity, and Value Capture
This is a follow-up on my recent posts on Shopify and Tesla. It occurred to me that there’s an
Shopify: A Rake Not Far Enough
Bill Gurley, a venture capitalist, once wrote a post called A Rake Too Far: Optimal Platform Pricing Strategy.
“Rake” is
Chasing Tesla: There is No Catalog
In chapter five of their book The Innovator’s Solution, Clayton Christensen and Michael Raynor wrote that managers must ask,
Netflix’s Advertising Ambitions
Consumers are feeling the pain of inflation. Yesterday, AT&T reported that its wireless customers are having trouble paying
Stock-Based Compensation: Friend or Foe?
In the border skirmish separating so-called “growth” from “value investors,” few topics spark a more heated battle than that of
Unity: Doesn’t Add Up
This is a follow-up to yesterday’s post on the Unity/ironSource merger announcement.
The most two most salient points
Unity + ironSource: A Look at the Deal
Yesterday, Unity announced the acquisition of ironSource in an all-stock deal. Unity is a game engine with a dominant position
Twilio’s Go to Market Evolution
This is a follow-up to yesterday’s post on Twilio’s margin pressures, the growing apps business, and what this
Twilio: Racing Up the Stack?
Erstwhile Columbia professor Bruce Greenwald, in his book Competition Demystified, wrote that over time even products and services that initially
Upstart’s Credibility Gap
Summary: What Upstart Network is, the credibility gap that emerged from repeated revenue guide misses and putting loans on its
