Investing

Software Production Functions and Recombining Ideas

The role of building blocks and ideas in the software production function

Feb 12, 2024

Multi-Product In Pictures

From ServiceNow to Rippling: How it started and how it's going

Jan 22, 2024

A Schelling Point To Founders And Compressing Knowledge

Dec 18, 2023

Software Market Genes

Market share stability, pricing power, and disruptive innovations

Nov 6, 2023

Risk Curves in Venture Capital

Early stage venture continues to institutionalise

Oct 30, 2023

As a forcing function for focus and efficient growth

Sep 4, 2023 •

Consensus Trajectories

All companies are on the path from non-consensus to consensus

Mar 13, 2023 •

Traversing through the idea maze in non-obvious markets and approximating market size on problem value

Feb 27, 2023 •

ICONIQ: The Nexus of VC, Hollywood and Silicon Valley

Differentiation through an unparalleled network

Sep 19, 2021 •

Coatue: The cub on the prowl

The Tiger cub that's likely to make its mark known in 2021

Sep 12, 2021 •

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