Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassyβs annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
π§ Backing Delos
April 15, 2025, 8:15 a.m.
π Venture Chronicles - March 2025
April 9, 2025, 8:02 a.m.
ποΈ Klarna - What Does it Mean to be an βAI-Powered Company?β
April 1, 2025, 7:02 a.m.
π Venture Chronicles - February 2025
March 17, 2025, 9:02 a.m.
π Venture Chronicles - January 2025
Feb. 13, 2025, 10:27 a.m.
π«π· Which French Unicorns Are Still Worth $1bn+?
Jan. 24, 2025, 11:03 a.m.
π«π· The State of the French Tech Ecosystem 2024 - "A Tale of Two Cities"
Jan. 14, 2025, 10:01 a.m.
π Venture Chronicles - December 2024
Jan. 1, 2025, 8:33 p.m.
π Venture Chronicles - November 2024
Dec. 20, 2024, 5:01 p.m.
π¨ ServiceTitan's S-1 Breakdown
Nov. 25, 2024, 11:30 p.m.
π What Vertical SaaS Can Learn From Domino's Success?
Nov. 19, 2024, 6:01 a.m.
π Venture Chronicles - October 2024
Nov. 11, 2024, 10:37 p.m.
π Venture Chronicles - September 2024
Oct. 14, 2024, 6:31 p.m.
π§βπ³ Lightspeed - Restructuring a Publicly Listed Vertical SaaS: Overlooked #183
Oct. 8, 2024, 1:08 p.m.
π Venture Chronicles - August 2024: Overlooked #182
Sept. 3, 2024, 1:02 p.m.
π£ Vertical SaaS Earnings - Q2-2024: Overlooked #181
Aug. 20, 2024, 10:01 a.m.
π Venture Chronicles - July 2024: Overlooked #180
Aug. 7, 2024, 4:43 p.m.
π Venture Chronicles - June 2024: Overlooked #179
July 15, 2024, 1:02 p.m.
π©βπ« Learnings on Vertical SaaS from Toast & Procore: Overlooked #178
July 4, 2024, 8:01 a.m.
πΊοΈ Mapping European Vertical SaaS: Overlooked #177
June 28, 2024, 12:31 p.m.
π©βπ³ Toast - A Lesson on Expanding Your Total Addressable Market: Overlooked #176
June 12, 2024, 6:01 a.m.
π Venture Chronicles - Apr. 2024: Overlooked #175
May 29, 2024, 8:01 a.m.
π©βπ« Backing Futura: Overlooked #174
May 7, 2024, 1:30 p.m.
ServiceNow - Scaling to $10bn in ARR: Overlooked #173
May 1, 2024, 4 p.m.
π Venture Chronicles - March 2024: Overlooked #172
April 9, 2024, 12:38 p.m.