Shopify's unholy alliance
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [shopify-unholy-alliance] Shopify armed the rebels against Amazon through an unholy alliance with the big social...
Caplight and swimming naked in the secondary markets
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [swimming-naked-secondary-markets] In the words of Warren Buffet, “You don’t know who’s been swimming naked long...
Eco: the DeFi mullet and other novel consumer fintech
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [defi-mullet-novel-consumer-fintech] While crypto and fintech have run on separate parallel tracks, in 2022 we're seeing...
Anrok: SaaS vs. the state
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [saas-vs-the-state] There's a battle raging between internet-native companies with neither a physical footprint nor physical...
Figma's PLG sales motion
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [figma-plg-sales-motion] A SaaS company’s sales and marketing expense has historically been its biggest drag on...
Finix and why platforms become payfacs
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [why-platforms-become-payfacs] As millions of businesses join the digital economy to meet the shift in demand...
Salesforce vs. Snowflake
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [salesforce-vs-snowflake] Systems of record like Salesforce ($250B) and HubSpot ($32B) built giant moats by becoming...
Drift, Canva, Loom, and the B2B camera platform
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [b2b-camera-platform] As smartphone cameras became ubiquitous, the initial consumer use case of taking and printing...
JOKR CEO Ralf Wenzel on the biggest misconceptions about ultrafast delivery
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [jokr-ceo-ralf-wenzel-misconceptions] Critics of ultrafast delivery services say they're just another example of VCs subsidizing impossible...
Unbundling FIS and Fiserv, fintech's $137B legacy core
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [unbundling-fis-and-fiserv] Startup fintech services like Lithic and Sila are coming after incumbents like Jack Henry,...
Panther: the Stripe for global payroll
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [stripe-for-global-payroll] As remote work takes off, global payroll companies are coming after ADP, Paychex, Paylocity...
Mux: the AWS of video
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [the-aws-of-video] Online video experienced massive COVID tailwinds, with live streaming driving the rapid ascendance of...
Deel COO Dan Westgarth on the rise of global payroll
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [deel-coo-dan-westgarth-global-payroll-rise] Global payroll startups like Deel, Remote, Papaya Global and Panther are on track to...
Bond CEO and former COO of Twilio Roy Ng on BaaS's business model
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [bond-ceo-roy-ng-baas] BaaS (banking-as-a-service) is in its nascency, pushing $1B in transaction volume through its pipes,...
Canva: the $40B creative suite taking on Microsoft Office and GSuite
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [canva-40b-creative-suite-taking-on-microsoft] Canva has gone from a simple social media asset designer to a nearly $1B...