This one-time dorm room startup is now set to IPO for over $1B. And it’s not a software company! What do you need to know about $SG now that the Sweetgreen S-1 has dropped? Learn the amazing story of this salad chain, which gets 68% of its revenue from digital channels. The Founding Story In […]
Overview of the key players building this thriving tech scene Whenever I have a conversation with one of my old Bay Area friends, it goes something like this: “I have heard the Triangle is growing. But I do not know much more. What do you think about it? Who are the companies, do they have […]
WeWork – $WE – is a public company now. What happened in the two years between pulling its initial IPO and eventually going public? After the IPO was pulled, Softbank stepped in, and Adam Neumann was pushed out. Originally the reporting was a $1.7B price tag. But, after all was said and done, Adam received~$845M […]
Eren Bali has built not one but two multi-billion dollar companies – Udemy and Carbon Health. His story is fascinating. Udemy Eren grew up in a small village in Turkey. As a kid, he kept his asking his parents for a computer. Finally, in 1998, as a teenager, Bali’s family got a used computer. Eren’s new […]
We’ve all heard the bear case on Rent The Runway ($RENT post IPO), but what about the bull case? 🐂 1: Covid Rebound Value2: Strong Team3: Organic Grower So we understand, what are the most compelling parts of the bear case?– Declining revenue– Tough unit economics with inventory costs (clothes wear and need to be procured)– Weak […]
Startup investing and content creation are converging Packy McCormick rose from 0 to 80K subscribers and buzzy venture capitalist (VC) with an $8M fund in less than two years. We reviewed his story a few weeks ago. In any generation but this one, his story would be insane. That is because Packy’s story is not […]
Let’s find companies who are going through product. Because who cares about Unicorns? We have unicorns and decacorns as terms, but for product professionals, what matters more – market cap, or how that market cap was achieved? Product people do not care about the market cap. Product people do not care about slow growth companies […]
The story of one of startup investing’s rising stars Packy writes my current favorite source of info, Not Boring. Twice weekly, his newsletter deep dives into timely items in technology, from a strategic lens. His work is the antidote to algorithmic madness. In a world of shallow click-bait, Not Boring is in-depth storytelling. 👉 When […]
Decentralized Finance Applications’ Killer Interface: the Metaverse NFTs. Metaverse. DeFi. 🤦 Not more buzzwords… I get the reaction. The title can read like hyperbole salad. But, I want to argue these three technology trends are real. And matter. And what most analysts miss is – they increasingly look to be connected. After working in gaming […]
How to think like the best product people in everyday life We all regularly build products in our lives. We encounter a problem. Say, how to organize our email. We develop a system. We iterate. This is product building, everyday. The fact that we are all building products everyday means we should also all improve […]