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