Sitemap - 2020 - Below the Line

#57 - Robinhood Traders Anonymous 

#56 - Amazon Hiring Services

#55 - Michael Barbaro and The Podcast Dream Team

#54 - Don’t be a Turkey

#53 - Beware of Forecasts

#52 - Panera-as-a-Service

#51 - Unintended Consequences

#50 - How To Build a Revenue Model

#49 - Digital Kingmaking

#48 - Big Rocks, Beating Napster, and Morning Walks

#47 - The Warren Buffett Diet

#46 - Lessons from Bessemer Venture Partners Investment Memos

Guest Post from Brands Mean a Lot: What a Difference a (Mamba) Week Makes

#45 - Base Rates, Brad Pitt, and the Outside View

#44 - Crazy Ideas

#43 - Metrics, Fast and Slow

#42 - The New York Times: A Sleeper Tech Company

#41 - Casper and the Dangers of Yogababble

#40 - Commodification Hurts

#39 - The Jack Donaghy Brainstorming Method 

#38 - The Ben Thompson Starter Kit

#37 - Oatly

#36 - How to Get Lucky

#35 - Apple News & The Power of Defaults

#34 - What is Substack? 

#33 - Discovery, Controlling the Menu and Spotify's Podcast Trojan Horse

#32 - Roganomics

#31 - Drip by Drip

#30 - Going Out To Eat

#29 - Patagonia, Recessions, and Flight to Quality

#28 - Concentration & Fragility

#27 - How Was Your Experience?

#26 - Out of Sample

#25 - Some Thoughts on Managing Uncertain Times from Marcus Aurelius

#24 - Rethinking Redundancy

#23 - Complexity & Covid-19

#22 - Christmas in February

#20 - Stupid Then Boring

#19 - Friendly Ghosts Don’t Scare Away Competitors

#17 - Sleep Arcs & Yogababble

#16 - The Amazon Fire Phone & Scaling Failure

#15 - The Big Market Delusion or: The Limitations of TAM Part 2