Filling a leaky bucket: what determines the importance of churn

On unit economics streams and TAM reservoirs

Founders beware: Mentioning your company is now an #ad

Interactive avatars: The face as the next interface

Will AI Influencers Replace Creators?

Building on WhatsApp: The Next App Platform

How and Why WhatsApp Will Conquer America

Soon, we will all be green bubbles

Venture Capital's Hidden Leverage Problem

What's more leveraged than a leveraged buyout?

Threads: Will the Primordial Soup Evolve?

Threads' Biggest Challenge

Why Reddit will be fine, and Twitch won't

On the defensibility of social products

Google, ChatGPT, and Disruption Theory

Christensen and the meta-innovators dilemma

Why Selling to Creators is Hard: The Unholy Trinity

"Pay to Survive", a New Paradigm for Social Media

Thoughts on Meta Verified and the Platform Tax