Why many "profitable" public technology companies actually aren't
17
3
Motivations for Stripe and Lyft's move to one-year equity grants and why early-stage companies shouldn't follow suit
9
2
Intangible assets such as software, data, customer franchises now make up a bulk of enterprise value of most new economy companies. But accounting…
14
11
Why Stripe has higher take rates and lower margins
30
4
Modern card issuing, financial infrastructure and usage-based pricing
13
5
Democratization, disruption and day-trading
17
1
An overview of how most businesses make sense of their data today
27
1
Distribution, Scale and Growing Take Rates
12
The benefits of considering the customer as the atomic unit of analysis for firm valuation and value creation
14
2
BNPL products, business models and why consumers and merchants like them
20
5
The value of embedding financial and other services
15
1
Understanding the supply of and demand for Ethereum
17