Sitemap - 2021 - Below the Line

#104 - Spotify's Second Act (Best of 2021)

4Q 2021 Quarterly Review

#103 - Creator Gini Coefficients

#102 - Casper: An Autopsy

#101 - Don’t be a Turkey (From the Archives)

#100 - Digital Economies of Scale

#99 - Day One For GoPuff

#98 - Marketplace Liquidity (From the Archives)

#97 - Sweetgreen vs. DoorDash

#96 - Blank Street

#95 - The (Podcast) Dream Team Revisited

#94 - Business Casual

#93 - Klarna’s Trojan Horse

3Q 2021 Quarterly Review

#92 - The Rent Is Too Damn High

#91 - Culture Eats Strategy (From the Archives)

#90 - Only The Paranoid Survive

#89 - The Perfect Market - Part 2

#88 - The Perfect Market - Part 1

#87 - Dropbox 2.0

#34 - What is Substack? (From the Archives)

#86 - Nike’s Distribution Flex

#85 - The Bill Gurley Starter Kit - Part 2

#84 - The Bill Gurley Starter Kit - Part 1

#83 - Silver(man) Into Gold

Q2 2021 Quarterly Review

#82 - Peloton’s Free Lunch

#81- Spotify’s Second Act

#80 - Bombs Away

#79 - Horizontal Advantages

#78 - Customer Lifetime Value

#77 - Raking It In

#76 - Are There Showers?

#75 - Marketplace Liquidity

#74 - Addition by Subtraction

#73 - The Battle for Your Ears

#72 - The Joy of Forced Experimentation

#71 - Hoodies Versus Suits

#70 - Beers with Bezos

Quarterly Review - 1Q 2021

#69 - Stuck Ship

#68 - Sweetgreen OS

#67 - The Zoom Year

#66 - Peloton Unplugged

#65 - How To Get Rich (Slowly)

#64 - Normal Accidents

#63 - The Beanie Baby Bubble

#62 - Will Twitter Kill Substack?

#61 - Apple Podcasts+

#60 - Culture Eats Strategy

#59 - Time and Patience - Part 2

#58 - Time and Patience - Part 1