Messages
3/16/2023
18 : 34
SVB and the Wealth Creation Flywheel
When is a depositor not just a depositor
3/1/2023
17 : 34
Fad or Trend
Reflecting on 2 years worth of hype while building a startup
2/24/2023
14 : 14
Alexa, what happened?
Sometimes innovation just ain't enough
1/20/2023
17 : 34
Google vs. ChatGPT told by aglio e olio
I hate monopolies and welcome our AI overlords
11/23/2022
19 : 24
FTX and How to Lose Money
The Dong, Shitcoins, and SBF
10/8/2022
12 : 54
Shein and the Tech Cold War
Algorithmic tweaks and clothing as trash
6/1/2022
17 : 4
Why are maps so hard to make?
Announcing Felt's public launch and $15M Series A. Maps are fun now! Margins is back!
5/13/2022
16 : 44
Late Stage Prisoners Dilemma
Tigers and hedge fund hotel parties
4/25/2022
14 : 54
Elon's Giant Package
A mini-grand theory on what he's up to with Twitter
4/5/2022
15 : 14
9.2% and the Master of Twitter
13Ds, Gs, and the SEC
1/21/2022
14 : 24
Robinhood and Promoting Democracy
Opening up the IPO club
1/10/2022
16 : 44
Margins takes on Web3
Math is hard, let's go shopping
12/16/2021
18 : 4
Peloton, Valuations, and Innovation
Stock prices and strategies
10/16/2021
19 : 44
The Teenager Economy
"I hate you! You don't understand me!"
9/20/2021
19 : 24
Memestocks and Reddit redesigns
"You may be interested in...."
8/1/2021
14 : 34
Advertising Stagflation
Its the 1970s for digital marketers
6/5/2021
17 : 4
Ape Armies and Investor Relations
A boomer no-pants Zoom and 💎🙌
5/17/2021
17 : 34
Grift is Good
Greed is so 1980s
3/24/2021
15 : 4
Cathie Wood and Content Strategy
Downloadable spreadsheets and media hacking
2/28/2021
18 : 54
Bitcoin and Buying Things
Here's to the risk managers, not the risk takers.