Dropbox and Box: A Tale of Two Boxes
The business models of Dropbox and Box, their challenges facing Microsoft, product evolution and more.
Wix: Deep Dive Interview with Former Executive
Below is an edited transcript for an interview with a former executive at Wix. The interview touches upon Wix's valuation proposition, customer segmentation, risks & challenges, and more.
ARPU: How would you describe the company's products?
Former Executive: Yeah, so, I would split it into two.
Gitlab: Deep Dive Interview with Former Executive
Key issues discussed in this interview: (1) The product-market-fit of Gitlab (2) Gitlab’s sweet spot and sales motion (3) Competition against Atlassian and Microsoft (4) Industry headwinds and tailwinds
Why Alibaba is actually an advertising company
Alibaba has been under a lot of regulatory scrutiny since 2020, and just earlier this year, the rumor of a "Ma" detention has triggered another round of investor sell-off in this tech giant.
However, that hasn't deterred Bridgewater from increasing its stake in this Chinese tech
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
Snowflake: Product, Business Model, Competitors
In this article, we will dissect Snowflake's product value proposition, go-to-market strategy, consumption-based business model, and more.
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