Diabetes is a disease caused by the body’s inability to produce or effectively use insulin, a hormone produced by the pancreas that carries glucose into the body’s cells and stores excess glucose in the liver. Its absence can trigger a hyperglycemic state, where blood glucose levels rise to abnormal levels, which can lead to long-term […]
Trupanion is a pet medical insurer that promises its members the best value, not the cheapest price. It runs a cost-plus model, targeting a 71% claims ratio (% of premiums paid to vets) for each category, so that if it turns out that vet costs for 3-year old German Shepherds in 97214 run at, say, […]
With 60% of rooms supplied by a fragmented set of independent hotels, the European hospitality market is set up to be aggregated: no individual hotel is large or prominent enough to effectively bargain against an aggregator or attract guests on their own, and coordinating action among a diffuse set of players is challenging. A hotel […]
I recently did an interview with my friend @LibertyRPF, who publishes an insightful newsletter covering tech, science, investing, and various other topics. It is one of my morning staples. You can access the original interview here. Q: Hey David! It’s been a little over a year since we last did this [see 𝕊𝕡𝕖𝕔𝕚𝕒𝕝 𝔼𝕕𝕚𝕥𝕚𝕠𝕟 #𝟙 for our first […]
Related posts: Nvidia (NVDA): Part 1 of 2 Nvidia (NVDA): Part 2 of 2 Intel’s audacious shift from memory chips to CPUs, as recounted by former CEO Andy Grove in Only the Paranoid Survive, is widely celebrated. During the early 80s, Japanese chip companies – owned by large electronics enterprises that cross-owned banks that supplied […]
Dear friends and subscribers: While I consider this my most productive year from a research standpoint, the business side of things was mixed. Scuttleblurb is on track to surpass $300,000 in subscription sales this year, more than I could have imagined when I launched nearly 5 years ago. But growth has slowed and subscriber trends […]
If you haven’t already, could you please take this survey? Thank you!https://www.surveymonkey.de/r/MY6XRPR Digital wallets beg to break free from the commerce platforms that nurture them. In 2002, a $20bn eBay acquired PayPal for $1.5bn. Nearly 20 years later, a $200bn+ PayPal commands 5x eBay’s market cap. The core value prop hasn’t changed much over this […]