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Article

Did Apple Upend Snap’s Advertising Growth?

Aug 12, 2022

Did Apple upend digital advertising with its App Transparency changes? Or were macroeconomic factors post Covid reopening the main culprit? We try to answer these questions by looking at Snap's...

Article

Marqeta’s Flash-Crash and the Nature of Existential Risk

Aug 10, 2022

At 9:30am on Thursday 4th August, Marqeta’s stock price crashed 34%, halting trading and wiping $2 billion off the value of the company. By 10am, the stock had recovered back to near previous levels...

Article

Cloud Computing Checkin: The August 2022 Edition

Aug 8, 2022

Anirban's quarterly cloud computing checkin looks at how Amazon Web Services, Microsoft Azure, and Google Cloud Computing are growing ... and what we can learn about the broader Cloud Computing space...

Article

Will Consumers Remain Resilient?

Aug 6, 2022

We check in on the pulse of consumer spending via the earnings reports from Starbucks, Apple, and Netflix...

Article

Investing in Disruption #5: Technology Supply vs Market Demand

Aug 5, 2022

In the 5th and final part of Simon's new series on Disruptive Innovation, he explains how a company's technology should match what the market is asking it for.

Article

Investing in Disruption #4: Capabilities Define Disabilities

Aug 4, 2022

In Part 4 of Simon's new series on Disruptive Innovation, he explains how an organization's culture can often hinder it from adapting to disruptive competitors.

Article

Investing in Disruption #3: Markets That Don’t Exist Can’t Be…

Aug 3, 2022

In Part 3 of Simon's new series on Disruptive Innovation, he explains why being the first to take the leap into new markets can be challenging but also rewarding.