Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up – Stratechery by Ben Thompson
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Startup Equity is a Scam (And That's Okay)
Welcome to Catching the Biggest Fish. I have 10+ years experience in software engineering at a variety of companies from “Big N" to startups. I write a biweekly blog post discussing various topics about working as a software engineer, running a company, and ideas on tech. It’s completely free to subscribe, so please do so if you find this content interesting.
Medium Length
It’s easy to forget that Medium, the platform on which I write these words, is nearly ten years old. It will celebrate that milestone next…
Tech as a Keynesian Quasi-Boom Within a Keynesian Semi-Slump
Plus! Celsius; The Uber Playbook; Price Discrimination and Amortization; Pricing Power; Sanctions; Diff Jobs Open in browserWelcome to the weekly free edition of The Diff.
Postman's Ankit Sobti on how API is eating software
Postman, which ratcheted up half a million users even before the company was incorporated, was one of the first to recognise the potential of APIs
Cashify ditches profitability as it turns on the growth afterburners
With a new $50+ million funding round on the horizon, re-commerce leader Cashify is ditching the promise of profitability for the allure of
Why Amazon is Vi’s likely financial saviour
Amazon and Vi have been in investment talks for many months now. With the telco close to raising Rs 20K crore, could the match finally be made?
Spotify adopts Indian habits to avoid the 'Netflix problem'
Spotify faces an uphill task in India, with a price sensitive user base, and a congested and hard fought ad ecosystem
In the war for talent, India Inc rewrites employment contracts
Talented and ambitious employees are quietly rising up against one of the final vestiges of employer-dominated eras: employment contracts
To: Elon; Subject: Congratulations(?) - by Byrne Hobart
Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
There's More Than One Search Business Model
Plus! Alpha and Attribution in VC; Background and Foreground Streaming; Capital Advantage; Non-Recarbonization
The Strange Economics of VPNs - by Byrne Hobart
Plus! Netflix; Scale and Conversation; Flywheels; Scale and Unavoidable Politics; Green Nationalism
Sunny Leone - Wikipedia
A Startup’s Guide to Maximizing Last Mover Advantage by @ttunguz
Simpl, LazyPay, and the future of Buy Now Pay Later in India
BNPL companies offering small-ticket credit have stickiness but low margins. Bigger lenders offering big-ticket loans on EMI have the margins, but not the stickiness. They each want what the other has.
How Zomato, Swiggy, and Co can refill their delivery-rider tank
With the pandemic effects waning off, though, hyperlocal businesses are facing a 25-35% shortage in delivery personnel. It’s a nudge to evalua
US$101 million: The steep SMS price tag Amazon's fighting in India
Confirmed: Your Amazon.in order XXX is successfully placed & will reach you on XX betwen 8:00 AM to 8:00 PM. Or Your return pickup for XXX is scheduled for today and will be picked up between 1:00 PM and 7:00 PM by AmzAgent (XXXXXX0000) If you’ve used Amazon e-commerce services in India, you would have...
India’s banks got schooled on digital payments. Now they want to even the score
Top 7 Indian banks have ~70 mln current accounts, still ~25 million merchants rely on those like PhonePe. HDFC Bank and SBI want their share %
India’s maternity law needs to stop being an outlier
India’s labour force participation has gone from almost 60% in the 90s to under 40% this year. What’s furthering this gap? Its maternity law
When startups love the same ventures as their founders
India saw over 600 angel investments by individuals and organised networks in 2021—and many of them were made by successful startup founders
The Smokescreen acquisition and India’s long wait for a cybersecurity unicorn
What Smokescreen's acquisition by a Nasdaq listed company says about the long wait for a cybersecurity unicorn in India
Polygon needs it, investors love it, but blockchain games underwhelm users
Blockchain firm Polygon is betting big on blockchain-based games, or GameFi. Users, however, find such games cumbersome and dull
Reliance's startup accelerator has commitment issues
Despite 170 startups passing through its doors over the last eight years, Reliance’s startup accelerator doesn’t boast many success stories
Twitter's bold plan to make @India its #GrowthEngine
Last week, when Twitter announced its results for the final quarter of 2021, all eyes were on the American social media giant. This, after all, was Twitter’s first quarterly results since its founder Jack Dorsey stepped down as CEO in December. While the results failed to meet analyst expectations, there was plenty to be hopeful...
(1) swyx 🇬🇧 London Town on Twitter: "every backend i see, PagerDuty and Datadog seem to have ~100% market share, basically uncontested how do you dominate a category so completely that other pple look at you and go “nah i cant top that”? this is a high art"
every backend i see, PagerDuty and Datadog seem to have ~100% market share, basically uncontestedhow do you dominate a category so completely that other pple look at you and go “nah i cant top that”? this is a high art— swyx 🗽 (@swyx) June 29, 2022
Has Venture Lost Its Soul?
Profit Centers vs Cost Centers at Tech Companies
Is the controversial Netflix “Keeper Test” good management?
The Scoop #16: Why doesn’t AWS add spending limits?
India’s maternity law needs to stop being an outlier
India’s labour force participation has gone from almost 60% in the 90s to under 40% this year. What’s furthering this gap? Its maternity law