A Guide for Product Teams As product leaders, we are constantly asked to share a roadmap of features we intend to build. As well intentioned as the product literati that argues against roadmaps are, after pit stops in product across 6 tech companies, I have generally always seen them produced. They provide clarity to customers, […]
They Said, “Let’s Buy the Constitution” It was the auction featured on newscasts around the world. A copy – yes a copy, not the original document – of the US constitution was going up for sale. As far as utility to the world, the value of the document was as a historical artifact and collector’s […]
Nubank is one of the buzziest FinTechs around. Over the last three years, it grew from 3.7 million customers to 48.1 million customers. That’s a 100% CAGR in new customer additions. It looks like your typical exponential hockey stick: For size perspective, Bank of America only has 40.0 million digital active users of its consumer […]
If you had to pick a single pandemic stock, Square might have been it. A relatively counter-intuitive pick given the primacy of its offline card reader business, Square gained about $80B in market cap between February 2020 and February 2021. But where the rise is swift, so tends to be the fall. Square was no […]
Of all the changes brought on by the Covid pandemic, perhaps the least appreciated is the impact on what it means to be an information worker. Whereas the best tech talent migrated to the West Coast over the past four decades, that impetus has now been interminably kneecapped. In the past, the sheer inevitability of […]
Why Microsoft is a Better Bet to Win the Metaverse than Facebook The Quieter Announcement It was the name change heard round the world. When trillion-dollar Facebook announced its intent to rename itself to Meta, suddenly interest in the metaverse exploded. Aided by a strong media tour from Mark Zuckerberg through tech’s foremost influencers – […]
What if I told you there was a public SaaS company growing at >60% per year, more than twice the growth rate of its peers, that spends more on product development than sales & marketing? This same company has more than 7x’d its enterprise value since IPO. Lined up against the other best SaaS companies […]
PayTM, now IPO-ing, digitized payments for 333M Few apps change how an entire nation behaves. PayTM can claim to have done so by helping India digitize its payments. 11% of India’s 1.38B people have paid with PayTM in the last 12 months. As many people have PayTM wallets as live in America. Behind any such […]
12 lessons on building for web3 from crypto’s #1 DEX Uniswap is, in my opinion, the most interesting company in decentralized finance (DeFi). Already the leading decentralized exchange (DEX) by market share last year, it survived the infamous SushiSwap “vampire attack,” and has continued to release noteworthy product innovations since, including becoming a decentralized autonomous […]
Today, an all star consortium of investors announced a $100M fund dedicated to Solana gaming. This is a big deal. It can kickstart blockchain gaming on Solana significantly. The investors, including FTX and Lightspeed, represent the cream of the crop in crypto investing. Here are three of the top Solana gaming companies to watch. Faraway […]