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Why do SaaS companies raise so much money even when they aren't "profitable"? The answer is in the J-curve – a useful tool for understanding upfront investment across a variety of disciplines. All other things equal, the greater the initial investment, the greater the eventual growth rate is.Imagine you're selling an enterprise software product. You need to hire sales people to sell it. However, they won't immediately be effective – they need 12 months to ramp up to hit their target quotas. In

An explainer on how YouTube is affecting the Indian economy

Despite my continued and fierce opposition to Apple'smonopolyabuses on the App Store, I continue to be thoroughly impressed with the technical advances they keep making. I don't have a problem in the slighest with admiring the engineers while skewering the business operators. And perhaps no engineering unit within Apple is currently mo...

It’s a story of legal smarts combined with some old-fashioned ruthlessness. Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.

Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix

Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌You're on the free list for The Diff.

Some entrepreneurs from India see Chile as a launchpad into the U.S. market, but many are just as happy to stay in Latin America.

The Musk-Twitter saga continues, while the New York Times rethinks its Twitter policies.

Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.

Last week, Mark Zuckerberg announced NFTs are coming to Instagram. What does that … mean? The announcement was a word salad of platitudes, so we don’t know how the Zuck will bolt this latest thing onto his Frankenstein product structure. The good money is it won’t work — Meta is one of the best acquirers […]

Competition over scarce resources is at the heart of our evolution as a species and the success of Western democracies. We are the product of millions of generations of survivors who bested their rivals for food, shelter, and mates. From two single-celled organisms competing over an energy source to a pair of sisters grinding through […]

Why my proposal for Twitter is different than Bluesky, more on moderation, and exploring what is next for Twitter

Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.

Being indispensable at work sounds like job security. For me it was a trap where years went by where I didn't learn anything new.

And why that’s not a bad thing at all Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.

Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.

Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.

Arms race — Microsoft channel — Enterprise funding View email in browser | Forward this email By the Enterprise team May 16, 2022 Hello and welcome to Protocol Enterprise! Today: why cash-rich ransomware groups might be hiring AI experts sooner than anyone would like, Microsoft’s channel chief leaves the company, and this week in enterprise tech startup investments.

The Wordpress.com owner raised a lot more money, bought back more shares and still operates an internal stock market of sorts, which it plans to open source.

OopsAn “algorithmic stablecoin” sounds complicated, and there are a lot of people with incentives to pretend that it is complicated, but it Oops An “algorithmic stablecoin” sounds complicated, and there are a lot of people with incentives to pretend that it is complicated, but it is not.

They failed to capture the hill at Netflix. That small but vocal gang of employees hellbent on canceling Chappelle last year over his comedy special. Now comes the counter offensive from the executive in the form of newly updated cultural guidelines at the company: “As employees we support the principle that Netflix offers a diversity ...

An explainer on India's digital tax rules

The European Union is pressing ahead with legislation to heavily regulate companies like Apple, setting plans to force "gatekeepers" to open...

Singapore-based Nature’s Vault hopes to sell tokens backed by mining rights for about 4,200 kilograms of gold Read this edition online Wednesday, 25 May 2022 Tokenised is your weekly read to navigate and mine the rich vein of crypto developments that flow through India and Southeast Asia.

"Only when the tide goes out do you discover who’s been swimming naked", says Warren Buffett, and now we're indeed seeing just how many tech companies have been indecently exposed as the investment mood snaps from greed to fear. Bolt, for example, just announced a brutal 1/3 cut of all staff, after touching the sun with a $11 billion v...

A Delhi-based startup is trying to solve the cleantech sector’s energy storage problem. With EV batteries Read this edition online Wednesday, 01 June 2022 Staggering insights about climate change and its impact on business, tech, finance and politics.

An explainer on the debate surrounding overpaid CEOs and underpaid employees

Work has been the most important thing in my life. It’s my identity, and has been the greatest source of reward. Yes, my kids mean more to me now. But, for 35 years, the majority of my waking hours, effort, skills, and even relationships have been focused on work. Is that dysfunctional, or American? The […]

Data is the new oil, we are told. Every country needs a data strategy, and all of us should own our data, and be paid for it. But really, there is no such thing as data, it’s not yours, and it’s not worth anything.