Something Profound?

Something Profound?

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Sitemap - 2022 - Something Profound?

2023

Path Dependence

Slice of Paradise

Fintech#4 - Why Alternative Credit Score models are BS

SPACing away to glory.

Observations - Intercity Food Delivery

Something Profound? is 1 year old.

Apple blew up Advertising. Apple wants in on Advertising.

VC#14 - LTV/CAC in 2022 and Benchmarks

VC#13 - Subscription Business KPI Benchmarks

VC#12 - What's in a Valuation anyway?

Deep Dives #4 | Opportunities in ML Infra.

AWS's Successor is ALS (Amazon Logistics Services) ?

VC#11 - Distorting Value

Voting Machine or Weighing Machine

VC#10: Debt and Securitization in Tech Cos.

VC#9: Hedge funds in VC - all rules can be broken

Deep Dives#3 | DaaS: Examining Data Businesses

Google and a tale of two telcos.

VC#8 | Ideal D2C P&L

What happened to Netflix Stock Price?

Crypto #4 - web3 or centralization redux?

Random #6 - Misreading the tea leaves.

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