Investment thesis
Darren LI and
Investment thesis
How Adobe Became a Successful $95 Billion SaaS Company
producthabits.com
Google Strategy Teardown: Google Is Turning Itself Into An AI Company As It Seeks To Win New Markets Like Cloud And Transportation
cbinsights.com
Love this from Joshua Kushner’s interview on Patrick O’Shaughnessy‘s Invest like the Best:
Patrick: How do you balance or reconcile participating in a $2b round for stripe with a 2m check into a seed company?
Joshua: They are equally concentrated - not in magnitude of capital but in emotional commitment to concentration. We don’t do a lot but wh... See more
Contrary Research
research.contrary.com
