Founder-Led Unicorn And Leader In Product Analytics
Amplitude, the growth engine for digital products, will go public via direct listing and we think its fully SaaS, cloud-native product with...
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Not an Epic Ruling Against Apple
We examine developments in Epic's legal battle with Apple to identify potential long-term implications and winners and losers.
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Apple's App Store Price Cut Beneficiaries
Apple's quasi loss in the Epic lawsuit regarding app store take rates makes us all the more bullish on one of our favorite longs...Match Group.
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Roblox 2Q21: The “Other Metaverse” Company
So much attention from Facebook’s call was about Zuckerberg declaring it the “metaverse” company. Roblox's platform is aging up, monetization...
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Weekly Innovation Review (WIRE) #45
Headline Developments Every week there’s a new deal (or regulation) in gaming. The Steam Deck, the Epic vs Apple case, China’s regulatory...
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