Drinking from the Firehose

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Doordash serves up its S-1. Plus: Unpacking SPACs, Netflix tests podcasts, Apple drops Intel, and the linkage between gut health and Alzheimer's.
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Why product and services marketplaces earn profits differently at scale.
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A framework for subscription success. Plus: Airbnb and Roblox go public, how to start a newsletter, and could you survive "Home Alone"?
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Why some marketplaces can drive their flywheels faster.
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How Coupang conquered South Korea, and what Amazon might regret.
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Wholesale marketplaces are coming. Here are 3 strategies to help them succeed.
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Announcing Lightspeed’s Series C investment in All Day Kitchens — the leading distributed platform for restaurant infrastructure.
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Are consumer brands getting bigger, faster? If so, why?
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How Web3 aligns fans and creators to take down online aggregators.
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A return to edtech investing. Plus: vaccine logistics, the history of audiotech, a glitch in the matrix, and Pearl Jam wants you to vote!
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Lightspeed invests in Frubana, doubling down on LATAM. Plus: pumping up PTON, anime going mainstream, the NFT bust, and more.
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How Yuri Milner's Facebook investment catalyzed a decade of "private IPOs," and how public market investors finally caught up.
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© 2022 Alex Taussig
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