An interview with Babylist founder and CEO Natalie Gordon about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
Clubhouse is (reportedly) a unicorn; where it sits as an audio app is as interesting as its status as a social network.