May 8, 2025
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3 min read
How to build, scale, and monetize vertical data companies
Oct 8, 2024
10 min read
How service businesses rely on heuristics to pace against fixed costs
Jul 23, 2024
11 min read
Lessons from the transition, and tactical tips for those embarking
Apr 30, 2024
There’s a dirty secret in Silicon Valley - we make money when you don’t show up.
Apr 25, 2024
Part 4 of 4 in our month long series on Network Effects
Nov 7, 2023
6 min read
Picking a Usage Based value metric
Aug 29, 2023
7 min read
Don't call it a come back - ads are here to stay
Aug 22, 2023
Q2 SaaS buying patterns - ACV vs Transaction Count
Aug 3, 2023
15 min read
Unbundling Craigslist, and the future of niche businesses
Jul 11, 2023
14 min read
Is AI accelerating a usage based pricing revolution? An interview with OV's Kyle Poyar
Jun 6, 2023
19 min read
Interviewing Turner Novak, Founder of Banana Capital, and Purveyor of Dank Memes
Feb 14, 2023
8 min read
The rise of the family office
Jun 7, 2022
Comparing financial profiles and operating results
May 24, 2022
Subscription, consumption, take rates and more