Coursera: Deep Dive Interview with Former Executive (Part 1)
Below is an edited transcript for an interview with a former executive at Coursera. Key issues discussed in this interview include: Why the reach of Coursera matters * How Coursera acquires content and audience * The differing motivations of university partners and industry partners * How Coursera faces multiple competitors on multiple fronts
Okta: Deep Dive Interview with Former Executive (Part 1)
Below is an edited transcript for an interview with a former executive at Okta. Key issues discussed in this interview include: product-market-fit; speed of deployment; head-to-head competition against Microsoft; other competitors in the identity management space; industry headwinds and tailwinds.
Netflix: A Content Arms Race For The Belt-Tightening Era
In this article, we will do a deep dive on Netflix. If you like this article and would like to receive insights on tech companies in your inbox, please consider subscribing to our newsletter. Marc Randolph, the co-founder of Netflix called his memoir “That Will Never Work”. The title was
TSMC: Ending Semiconductor Cyclicality Through HPC
In this week’s article, we will dissect the trajectory, capex and the end market shift of the world’s most dominant leading-edge chipmaker. Founding History Morris Chang’s path to founding the world’s largest pure-play foundry business was meandering and atypical. When he was a young man, he
Okta: Product, Business Model, Growth
In this article, we will look at Okta by unpacking its trajectory, its go-to-market strategy, key financial metrics and what could be next for this IAM leader. Founding history In 2008, as the world was entering the most severe economic downturn since the Great Depression, Todd McKinnon, a highly successful
SoftBank's Woes: A Deep Dive
In this week’s deep dive, we will look at SoftBank by unpacking its trajectory, its key financial metrics, the recent turbulence and what could be next for this complex conglomerate. Without further ado, let’s dive in! The Context Masayoshi Son is among the most recognizable entrepreneurs and investors
Why Alibaba is actually an advertising company
Alibaba has been under a lot of regulatory scrutiny since 2020, and just last month, the rumor of a "Ma" detention [https://www.washingtonpost.com/world/2022/05/05/china-jack-ma-arrest-alibaba/] has triggered another round of investor sell-off in this tech giant. However, that hasn't deterred Bridgewater from increasing its stake
Spotify: Product, Business Model, Competitors
In this article, we will look at Spotify by unpacking its trajectory, its go-to-market strategy, and key financial metrics. We will also look at the competitive landscape, the company’s major acquisitions and what could be next for this popular streaming service.