The Bill Gurley Chronicles: Part I

Revisiting Lifetime Value and Customer Acquisition

digitalnative.substack.comdigitalnative.substack.com
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Building and Investing in Marketplaces

Erik Torenbergeriktorenberg.substack.com
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All Revenue Is Not Created Equal: The Keys to the 10X Revenue Club - Above the CrowdAbove the Crowd | by Bill Gurley

economic moatabovethecrowd.com
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The Economics of Data Businesses

Abraham Thomaspivotal.substack.com
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There's More Than One Search Business Model

Byrne Hobartthediff.co
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Internet Scale Businesses

joincolossus.com