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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

Twilio: Product, Business Model, Growth

In this article, we will dissect Twilio’s value proposition, its go-to-market motion, its gross margins versus typical SaaS companies, and how its revenue model allows it to scale with its customers’ business use cases.

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.

MongoDB: Product, Business Model, Competitors

In this post, I will go through the story behind MongoDB, its product, business model, competitive landscape and more.

Zendesk: Deep Dive Interview with Former Executive

A business breakdown with a former executive of Zendesk. We discussed Zendesk's product evolution, competitors, growth prospects and more.