Thank you for the strong and insightful breakdown. More pithy than both ARK and Net Interest decompositions. Looking forward to all of your future posts!
Loved the step by step breakdown of the strategy! It really shows how a business with good economics and significant scale all starts by simply building a great product for its customers.
Thank you for the strong and insightful breakdown. More pithy than both ARK and Net Interest decompositions. Looking forward to all of your future posts!
Loved the step by step breakdown of the strategy! It really shows how a business with good economics and significant scale all starts by simply building a great product for its customers.
I find the breakdown of business and strategy very interesting. Would be great if you could point to a glossary for terms like CAC, LTV , GTV .