Seth Klarman, Benchmark, and seeing the present clearly
Feeding the accumulating advantage flywheel. 
The new era of "passive media", Spotify's Ladder, and combating commoditization.
SaaS lessons from Warren Buffett, the best seed pitch ever, and key questions about the future of bottoms up software...
Ushering in the Metaverse of Health.
A framework for analyzing the catalysts of emergent demand
After Joe Rogan, why Sonos might be Spotify's next big buy
Introducing a new series of compilations sharing the stories behind the world's most interesting and important companies.
The driving insight behind Nike, TikTok, and Figma.
Why aligning incentives with your customers is key to capturing the value you create.
How companies can break free from Google and Facebook to own their own demand
Founding Dots, backing Hopin and TIER, and what it is like to work with Tencent