LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Lessons after my 2022 Drawdown and Recovery
April 7, 2024, 8:20 p.m.
2022 Reflections
Jan. 13, 2023, 8:47 p.m.
Cardlytics – The Largest Advertising Platform You’ve Never Heard Of
Aug. 18, 2022, 8:02 p.m.
Olo: Building The Shopify For Restaurants
Feb. 5, 2022, 9:50 p.m.
GoodRx: Groupon or Google?
Sept. 2, 2021, 8 p.m.
Redfin Deep Dive
July 10, 2021, 8:12 p.m.
Newtopia - Livongo 2.0?
March 21, 2021, 8:01 p.m.
GoodRx: The Frontdoor to Healthcare
Nov. 22, 2020, 6:30 p.m.
Teladoc Health: Reshaping Healthcare
Oct. 21, 2020, 7:42 p.m.
GoHealth: An Undervalued Medicare Advantage Winner
Oct. 10, 2020, 6:29 p.m.
Portfolio Review - September 2020
Sept. 30, 2020, 8:58 p.m.
Agora: Democratizing Real-Time Engagement
Aug. 20, 2020, 4:52 p.m.
Teladoc and Livongo - A Merger That Will Reshape The Healthcare Industry
Aug. 8, 2020, 7:36 p.m.
My Story
July 26, 2020, 6:05 p.m.