“Entertaining and astute at the same time. ”
“One of the few newsletters I actually stop to read.”
“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.”
“Came for the stock price info, stayed for the punchy writing.”
“Didn't expect to like this but I'm hooked.”
Mark is obsessed with Telegram but he should be looking at Taobao.
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.
A deep dive into datacenter costs and tradeoffs in the race to dominate AI