top of page
Search
May 31, 20181 min read
Mary Meeker's 2018 Internet Trends Report
Mary Meekers annual report on Internet Trends is out (this started in 1995). Recode has the report, a very top-line summary, and the...
Apr 6, 20183 min read
Why Would Netflix Buy a Billboard Company?
According to Reuters Netflix has bid $300 million to buy an outdoor advertising company (L.A. based Regency Outdoor Advertising). The...
Mar 22, 20183 min read
Roku Q4 Post-Mortem: Beauty remains in the Eye of the Beholder
Numbers reflected strong growth, with the exception of hardware revenue. Guidance reveals little, and the bull and bear cases remain...
bottom of page