Add to your lists

Recommended Content

Picture of Deconstructor of Fun

TWIG #320 Unity’s Fate, Fake Ads, Loot Boxes & GTA’s UGC Revolution

Feb. 28, 2025, 8:41 p.m.

No Paywall
Picture of The Town with Matthew Belloni

Amazon and James Bond: What Could Go Wrong?

Feb. 25, 2025, 8:41 p.m.

No Paywall
Picture of Stratechery - Blog

AI Promise and Chip Precariousness

Feb. 25, 2025, 4:53 p.m.

No Paywall
Picture of Apricitas Economics

Trump's 2nd Trade War Begins

Feb. 25, 2025, 3:16 p.m.

No Paywall
Picture of Benedict Evans

The Deep Research problem

Feb. 18, 2025, 2:51 p.m.

No Paywall
FinBrowser logo

How would you rate this source in terms of content quality?
Source Picture

The Hypothesis

Picture of The Hypothesis

Tags

Business Breakdowns
Deep-Dives

Similiar Sources

Picture of Brief Thoughts
Brief Thoughts
Tech - Analysis 9.3
Picture of Growth Stock Investing
Growth Stock Investing
Tech - Analysis 9.0
Picture of Investment Ideas by Antonio
Investment Ideas by Antonio
Tech - Analysis 8.3
Picture of MT Capital Research
MT Capital Research
Tech - Analysis 9.3
Picture of Punch Card Investor
Punch Card Investor
Tech - Analysis 9.5
Picture of richard_chu97
richard_chu97
Tech - Analysis 9.5
Picture of Stock Market Nerd
Stock Market Nerd
Tech - Analysis 9.8
Picture of Tech Investment Ideas
Tech Investment Ideas
Tech - Analysis 9.0
Picture of The Operator by Tyler Okland
The Operator by Tyler Okland
Tech - Analysis 9.3
Picture of The Wolf of Harcourt Street
The Wolf of Harcourt Street
Tech - Analysis 9.2

Summary

Sector Tech
Content Type Analysis
Website Substack
Paywall No

Ratings

Average Rating 9.0
Ratings 1
Your Rating Rate
Ranking 75

Content

Picture of The Hypothesis

Toast Inc - Pivot, Growth, IPO and Beyond: Toast has grown at an exceptional pace over the last 6 years and just had a stellar IPO. It has a strong core revenue flywheel but needs to find a path to profitability to justify current valuation.

Oct. 5, 2021, 12:03 p.m.

No Paywall
Picture of The Hypothesis

Warby Parker - The Not so Fast and Furious : Warby Parker is a carefully crafted brand and a pioneer in the DTC market. However, it is yet to prove its ability to grow profitably in a slow-growth & highly competitive market.

Sept. 17, 2021, 1:20 p.m.

No Paywall
Picture of The Hypothesis

Reddit - Buy, Hold or Sell?: A deep dive into the monetization challenges of Reddit and the road to profitability it can take by embedding commerce in culture.

Sept. 3, 2021, 1:32 p.m.

No Paywall
Picture of The Hypothesis

How can Twitter win in the longform content? By killing its darling!: Listen now (7 min) | Exploring Twitter's route to power in the newsletter space

Aug. 23, 2021, 3:05 p.m.

No Paywall
Picture of The Hypothesis

The Hypothesis Playlist: All the bytecasts in one place

Aug. 21, 2021, 7:05 a.m.

No Paywall
Picture of The Hypothesis

Amazon marketplace, commoditizing the complement and road to persistent differential returns: Listen now (6 min) | A bytecast lesson in strategy

Aug. 19, 2021, 12:43 p.m.

No Paywall
Picture of The Hypothesis

Network effects, single-player mode and the hook. : How early stage companies can create awesome single player modes in their apps to acquire new users before networks effects kick in.

Aug. 16, 2021, 1:04 p.m.

No Paywall
Picture of The Hypothesis

Power of scale economies, creator economy myopia, velvet ropes and Clubhouse. A Lesson in Strategy: Listen now (4 min) | Bytecast - Strategy lessons in 5 mins or less!

Aug. 13, 2021, 12:16 p.m.

No Paywall
Picture of The Hypothesis

How can your brand get the moat of soft power: Listen now (16 min) | (Audio Version)

Aug. 12, 2021, 12:30 p.m.

No Paywall
Picture of The Hypothesis

How can your brand get the moat of 'Soft Power'?: The way brands are built has changed drastically in the last decade and having a moat of soft power will increase the longevity of brands.

Aug. 12, 2021, 4:40 a.m.

No Paywall