TESTIMONIALS
What People Are Saying
“Entertaining and astute at the same time. ”
Investment Banker at Morgan Stanley
“One of the few newsletters I actually stop to read.”
General Partner at NEA
“The comparisons with Chinese apps are well researched and unique. It's encouraged me to download them myself and gave me a ton of ideas.”
Product Director at Meta
“Came for the stock price info, stayed for the punchy writing.”
Designer at Block
“Didn't expect to like this but I'm hooked.”
Finance at Meta
ARCHIVE
Featured Posts
Why WhatsApp Can Surpass Amazon in 10 yrs
Mark is obsessed with Telegram but he should be looking at Taobao.
The Metaverse Is Not Hype
A data driven look at all the players in the metaverse in the US and Asia (Roblox, Meta, Fornight, Bilibili), their metrics and analyst predictions.
Meta's Datacenters + Zuck's Security Detail
A deep dive into datacenter costs and tradeoffs in the race to dominate AI