Venture Capital

Market risk discounting

The less understood late increase in market risk, and what drives it

Aggregator business models

What drives the choice and the evolution of business models aggregators…

Content apps and points of failure

How the nature of content defines the long-term failure point in…

Physical assets & leverage windows

Is Tech’s new found love for physical assets justified? Yes, but…

Service & Marketplace-model fit

Services are ambiguous, and creating an online services marketplace…

Uber Mobility Cloud

Uber’s strategy has a new home — “mobility data infrastructure for YOUR city”…

Creating efficient markets

Markets for goods & services are constantly evolving and are never…

Love for subscriptions

Digitally native vertical brands are betting that subscription led bundling can…

Marketplaces and trust

Trust is one of the most important aspects of building a liquid marketplace, but trust is hard to quantify. Lately, I…

Marketplaces and pricing

An approach to building for growth through pricing