Snowflake and the Price of Simplicity
Plus! Accreditation; Saudi Arabia; The China Model; Inflation; Turkey, Energy, Dollars; Japan and Counterintelligence
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Netflix: Product vs. Feature Competition
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ZoomInfo: IPO of an Accidental LinkedIn Clone
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Pexip, GDPR and the Economics of European Software Companies
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One Company's Net Dollar Expansion Is Somebody Else's Lower Gross Margin
Read this article →Plus! PE can afford to be subpar, live data on the China lockdowns, and DTC metrics explained
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Private Equity and Software are Competing to Eat the World
Become a member to gain access →Plus! Gnomic VCs, AI companies as software-adjacent, Solomonic financial engineering, the subtleties of fees, and more...