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Quackonomics: When OPEX Puts on a CapEx Costume

Jul 1, 2025

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8 min read

Quackonomics: When OPEX Puts on a CapEx Costume

Capex is cool again

The Shrinking Public Markets, and Rise of Private Liquidity Loops

Jun 29, 2025

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18 min read

The Shrinking Public Markets, and Rise of Private Liquidity Loops

6/29/25 Benchmarks for Operators

How to Build a "Beat and Raise" Forecast

Jun 26, 2025

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4 min read

How to Build a "Beat and Raise" Forecast

The Tightrope Walk of Financial Forecasting

Preparing for Google Zero

Jun 24, 2025

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15 min read

Preparing for Google Zero

How will we find customers when moats for distribution vanish?

Why do investors care about LTV to CAC so much?

Jun 22, 2025

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12 min read

Why do investors care about LTV to CAC so much?

6/22/25 Benchmarks for Operators