What Citron Research gets wrong on Shopify
In general, I'm a big fan of short sellers and think they play a valuable role in markets. Collectively, investors have saved billions of...
top of page
What an Uber ride taught me about the future of work
A few weeks ago, I woke up in San Francisco to drive down to an 8:30am meeting in Matrix's Palo Alto office. It was 7:15, and Uber showed...
Five signs a startup's go-to-market is scalable and repeatable
One of the things many investors look for in early stage startups (especially around a Series A or B) is the emergence of a scalable and...
How Uber pitched itself: four takeaways from the first deck
Yesterday, Garrett Camp shared Uber's first pitch deck. It is a great retrospective and absolutely worth a full scroll through. I found...
Introducing Lambda, a "new" SaaS metric designed to be useful for founders
LTV:CAC is a mainstay of SaaS analysis. Dozens of VC-marketing-blog posts have been written about its features and limitations, but they...
ELI5:LTV A (super simple) explanation of how to calculate customer lifetime value
Inspired by Reddit's "Explain Like I'm Five" subreddit, I take a stab at explaining lifetime value in clear, simple terms.
License to lose: why investors think Amazon can turn grocery into gold
Today was remarkable. The world's largest retailer bought the nation's largest high-end grocery chain for almost $14bn. This...
bottom of page