Ameet Shah, partner at Golden Ventures, on the economics of vertical SaaS marketplaces

Building and Investing in Marketplaces

Erik Torenbergeriktorenberg.substack.com
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Internet Scale Businesses

joincolossus.com

PLG-focused VC on the sales and marketing strategies of product-led teams

Sacrasacra.com
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Markets, Markets, and Markets

Kyle Harrisoninvesting1012dot0.substack.com
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The Bill Gurley Chronicles: Part I

Macro Opsmacroops.substack.com
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