Sitemap - 2021 - Tanay’s Newsletter
Music Ownership (Taylor's Version)
4 strategies for setting marketplace take rates
The evolution of SaaS companies
Freshworks and the Globalization of SaaS
Understanding the Instant-Delivery Phenomenon
Gitlab and All-Remote Companies
NFTs as financial assets, status, identity, community and fun
Beneficiaries of App Store Changes
A few more Q2 earnings musings
Streaming, COVID-19, and the Changing Theatrical Window
Duolingo and Consumer Subscription Businesses
FIGS and Successful DTC Companies
The True Addressable Market for Digital Advertising
Fintech and Regulatory Arbitrage
Ximalaya and the Economy of Ears
Employee compensation and one-year equity grants
Programmatic SEO, the long tail and customer acquisition
Coinbase and the cryptoeconomy
Creators and diversified monetization
Narratives and hype in verticals
The changing nature of investing
Narratives, reflexivity, and markets
Advertising and signaling in the age of personalization
Robinhood: The good, the bad, and the ugly
Marketplaces and layering on advertising