I share your skepticism. ‘A management principle? What can be so powerful about the latest in-vogue version of Taylorism from Silicon Valley? Everyone sets goals.’ On the surface, OKRs (Objectives and Key Results) are just another goal-setting management tool that works for some companies better than others. But, after working in product in a range […]
Note: I am currently employed by Affirm. At the time I published this post, I was not an employee of Affirm. My opinions are my own and not that of Affirm or its affiliates. One of the hilarious commercials this Super Bowl was from a relatively unknown FinTech, Klarna. With this ad, the company help […]
Key Takeaways: As users, we want news apps that have content tailored to me, the right volume for me, and from the perspective that’s right for me The market for news is dominated by a few aggregators (like Apple News), social media (like Reddit & Twitter), and publisher specific apps (Fox News, New York Times) […]
Key Takeaways: Despite skepticism from industry insiders, esports is a highly investable mega-trend due to: the rise of streaming, school support, Olympic potential, the rise of women E-athletes, and the transition to casual & mobile As few public pureplay esports companies are on the market now, one of the best ways to play the space […]
Key Takeaways: NFTs are beyond the peak of inflated expectations and trough of disillusionment, climbing up the slope of enlightenment in digital art and digital collectibles NFTs enable player needs of ownership, collection, fandom, and investment, making them a compelling fit to be applied as a technology to gaming Existing games using NFTs like Axie […]
Takeaways: Free Fire is the largest known game in the world, with over 100m daily active players It is in one of the fastest growing segments of the gaming market, Southeast Asian Battle Royale on mobile Revenue is catching up to impressive engagement numbers: as a result, Sea’s enterprise value (stock price) >20x since the […]
Why you want a dedicated analyst earlier than you might think The realities of today’s data driven product management make considering adding an analyst sooner than later attractive An analyst can free up product managers to focus on other things, do deeper analysis, investigate beyond specific requests, be an objective party, and inform discovery Beyond […]
Key Takeaways: Over $2 billion per quarter is being invested into InsurTechs in private markets The consumer sector has hoovered up ~70% of private market funding but the largest market cap public company today, Duck Creek ($5.7B), is B2B GoHealth sports amongst the highest 2020 revenue ($877M) and revenue growth rates (63%) of the public […]
Key Takeaways• Roblox raised capital at a valuation ~35% too low with its series H/direct listing• Roblox has had ~80% annualized growth in monthly active users, a one of a kind growth trajectory in gaming• The public market has the right idea, valuing Roblox like Shopify at ~40x sales In its Direct Listing week, Roblox […]