January 9, 2018

It has been a remarkable "goldilocks period" for valuations (asset prices). Interest rates (which underpin everything in finance) are historically low, and the economy is historically strong. Here's a graph demonstrating that with arguably the two most important macroe...

December 15, 2017

Net neutrality isn't the only blow to the open internet lately. It is pretty rare to see cases of corporate assault as striking as what Apple has done to Criteo in the past few months. Though the technical details are wonky, the story is simple once you understand how...

December 6, 2017

Over the past few weeks, I've been working on a piece meant to address what I consider the most overlooked part of startup pitches: the slides on which companies explain their total addressable market (TAM) to investors. Along the way, I put together a set of eight pub...

December 1, 2017

Every once in awhile, I'm asked by a friend to help evaluate job offers from mid to late stage startups. The market for talent is competitive in Silicon Valley (newsflash!), and it isn't uncommon for a talented engineer to end up with half a dozen offers from brand nam...

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