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Disruptors or Disrupted? Duolingo
Flash Note: Disruptors or Disrupted?
Feb 6
6
4
2
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Zooming out on AI: Part 1
Let the Complex Wars begin
Feb 3
14
3
Stock 9/25
Getting long the rise of the no-brand brand
Jan 27
10
Keep my Inbox Clean
Some Substack Spring Cleaning
Jan 25
4
TikTok President
The final boss of short-form content and the future of Europa
Jan 18
7
2
1
Special Situationship
When the stars align with distribution and scale.
Jan 15
11
3
Saudi is opening up
Vision 2023 meets Cost of Capital
Jan 8
8
1
1
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Jan 3
18
1
7
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Philoinvestor
generalist investor. they call me Philo.
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