If you had to pick a single cryptocurrency to highlight blockchain innovation in 2021, Solana would be it. The $SOL token has gone from a market cap of $490 million on January 1st to $53 billion on December 11th. Year to date, it has more than 100x’d. It went from one of the thousands of […]
The Tragedies That Await Contemporary climates have already reached 1 centigrade above preindustrial levels. If this trend continues, tides will continue to rise. The first impact will be beachfront properties going under water. Miami beaches will retreat miles. Eventually, Bangladesh and the Maldives will be swallowed by the Ocean entirely. “Hot house earth,” with 3-4 […]
The Fastest Horse in the Race When Jamin over at Clouded Judgment took a look at the latest quarterly results of all the public SaaS companies, one company’s revenue growth stood out as far above the rest: That is quite a remarkable feat. In an industry filled with fast growers like Snowflake, SentinelOne, and Datadog, […]
A Guide for Product Teams As product leaders, we are constantly asked to share a roadmap of features we intend to build. As well intentioned as the product literati that argues against roadmaps are, after pit stops in product across 6 tech companies, I have generally always seen them produced. They provide clarity to customers, […]
They Said, “Let’s Buy the Constitution” It was the auction featured on newscasts around the world. A copy – yes a copy, not the original document – of the US constitution was going up for sale. As far as utility to the world, the value of the document was as a historical artifact and collector’s […]
Nubank is one of the buzziest FinTechs around. Over the last three years, it grew from 3.7 million customers to 48.1 million customers. That’s a 100% CAGR in new customer additions. It looks like your typical exponential hockey stick: For size perspective, Bank of America only has 40.0 million digital active users of its consumer […]
If you had to pick a single pandemic stock, Square might have been it. A relatively counter-intuitive pick given the primacy of its offline card reader business, Square gained about $80B in market cap between February 2020 and February 2021. But where the rise is swift, so tends to be the fall. Square was no […]
Of all the changes brought on by the Covid pandemic, perhaps the least appreciated is the impact on what it means to be an information worker. Whereas the best tech talent migrated to the West Coast over the past four decades, that impetus has now been interminably kneecapped. In the past, the sheer inevitability of […]
Why Microsoft is a Better Bet to Win the Metaverse than Facebook The Quieter Announcement It was the name change heard round the world. When trillion-dollar Facebook announced its intent to rename itself to Meta, suddenly interest in the metaverse exploded. Aided by a strong media tour from Mark Zuckerberg through tech’s foremost influencers – […]
What if I told you there was a public SaaS company growing at >60% per year, more than twice the growth rate of its peers, that spends more on product development than sales & marketing? This same company has more than 7x’d its enterprise value since IPO. Lined up against the other best SaaS companies […]