Software Is Finally Eating Insurance: Inside the Duck Creek S-1
Plus! Death & Growth Stocks, TikTok Updates, Dead Money Collateral, The Market for Authenticity, more...
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Industry Deep Dive: Theme Parks, Pre-Covid and Post-
Unlock Premium to read this post →Plus! Scaling Moderation, Theater Reopening, Software Slump, Fungibility of Crime, and more...
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Private Equity and Software are Competing to Eat the World
Read this article →Plus! Gnomic VCs, AI companies as software-adjacent, Solomonic financial engineering, the subtleties of fees, and more...