Archive - Back of the Envelope

What's Happening at Reddit?

The company is a sleeping giant in the world of AI

Feb 4 •

January 2025

Reflections on the State of Crypto - H2 2024

A look at the major inflection points that occurred in the second half of 2024

Jan 9 •

December 2024

What's Happening at Robinhood?

And will it become the next great crypto exchange?

Dec 27, 2024 •

November 2024

Will It Increase Productivity? A Lens for Investing

An excellent litmus test for how big a company can grow

Nov 18, 2024 •

October 2024

What's Happening at Coinbase?

How to think about the company's recent promotions, organizational changes, and areas for growth

Oct 19, 2024 •

September 2024

What Credit Card Networks Can Teach Us About Stablecoin Opportunities

Stablecoins represent the most transformative evolution in payment form factor since the credit card.

Sep 18, 2024 •

Toward a More Connected Internet

Recently I’ve noticed two trends on the internet seem to be accelerating:

Sep 14, 2024 •

Scenic Routes in Ride Shares

Last night, I took an Uber ride from Brooklyn to Manhattan.

Sep 10, 2024 •

Early Stage VC is an Idea Marketplace

When I was younger, I was obsessed with the notion of an idea marketplace.

Sep 9, 2024 •

July 2024

June 2024

How to Build a Pitch Deck

A pitch deck can be a work of art.

Jun 25, 2024 •

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