My 10 Most Read (Paid) Essays This Year
Today: Starting the 2020 retrospective with the list of essays most enjoyed by European Straits’s subscribers.
The Agenda 👇
Maybe there will never be liquidity in European venture capital.
A customer base is an asset and executives need to act accordingly.
Most founders and investors are attracted to SaaS. Is it today’s defining category?
The world is fragmenting. It was fragmenting in the 1930s, too.
Construction isn’t an industry, which is why software has a hard time eating it.
Expanding on Peter Zeihan’s idea that the new America is bound to lag behind.
My preferred approach to writing investment memos.
Brexit is a decision from another world, but we can’t stop it.
We’ve lost too many memories of what happened in European tech in the past.
A hint at how The Family is repositioning itself in the post-pandemic world.