Lines Not Dots
May 11, 2022 • #Mark Suster on pattern recognition and patience in investing.
Topic / finance
11 posts✦
A Brief History of Construction Startups
May 5, 2022 • #Brian Potter of Construction Physics breaks down construction startup funding by category.
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Weekend Reading: DeFi, Worldbuilding and Antifragility, and Shiny Exteriors
June 25, 2021 • #DeFi + financial institutions, the importance of antifragility in worldbuilding, and things being harder than they seem.
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Weekend Reading: Bubbles, the Magic of Hobbies, and Legitimacy
June 18, 2021 • #Byrne Hobart on the positive side of bubbles, PG on kids and hobbies, and Vitalik Buterin's analysis of how systems develop legitimacy.
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Visa: The Original Protocols Business
May 5, 2021 • #The Business Breakdowns podcast looks at the history of Visa.
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Ben Thompson Interview with John Collison
December 4, 2020 • #An interview with Stripe President John Collison on their launch of Stripe Capital and Stripe Treasury.
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Widespread Looting
April 27, 2020 • #Arnold Kling
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Funding Models for Science
April 23, 2020 • #✦
Weekend Reading: Enemies of Writing, Wealth, and the Superhuman Inbox
January 25, 2020 • #George Packer on writing, wealth, and Superhuman as a nexus for productivity services.
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On Retention
July 12, 2019 • #Thoughts on the importance of customer retention and net negative churn in the SaaS business.
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SaaS Valuations Look Good
February 26, 2019 • #A quick analysis on the state of SaaS performance in 2019.
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