2020
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An Interview With Stripe President John Collison
An interview with Stripe President John Collison about Stripe Treasury, Stripe Capital, going public (or not), Stripe’s investments, and ambition.
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Salesforce Acquires Slack, Salesforce’s Reasoning, Salesforce’s Opportunity
Salesforce’s purchase of Slack is a great outcome for the latter, and has huge upside for the former. There is, though, commensurate risk.
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The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
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More on the App Store, Hard Mode Follow-Up, Airbnb’s Complicated Costs
Apple’s App Store changes are genuinely a good deal for small publishers, and make me feel more favorable about the entire business. Then, Airbnb’s costs, particularly marketing, are too hard to understand.
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Spotify Buys Megaphone, Spotify’s Podcast Strategy, Spotify’s Megaphone Strategy
Spotify has acquired Megaphone, which brings clarity to its podcast advertising ambitions.