Writing elsewhere
Deep-dive research on technology companies over at TechBreakdowns — what they do, how they make money, and whether they're worth investing in.
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A purple card, a $1 monthly cost to serve, and a lot to like. I dug into the business, what could break it, and how much growth we're already paying for.
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GitHub won developer culture. GitLab built the tollbooth for regulated enterprise code. Inside the unglamorous control plane quietly gating the software world.
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dLocal owns the local rails Big Tech can't build on their own. But when your enterprise customers 10x in size, who really captures the economics?
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Down more than 60%, priced as if it never grows again, and still compounding 13%. I finally did the leg work I'd been too scared to do.
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A 100-bagger since 2007 that built the rails no one else would
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The companies that feed every dollar back into the machine. Where the doublers live, and the discipline that keeps the upside from becoming a trap.
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The quality-edge in technology investment
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Aurora has the only driverless trucks on the highway. That's not the same as winning.
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How microscopic lasers, grown from the crystal up, are replacing copper wire to keep hyperscale networks alive.
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Revisiting the vertical monopoly thesis at $72 billion