There is no spoon. Or rather, “There is no such thing as ‘data’, there’s just frozen models”, argues Peter Wang, the co-founder and CEO of Anaconda — who also created the PyData conference...

From hardware and hardwires to smartphones and social, technology wants to connect. It’s almost a native property of technology and especially software businesses, which is why network effects matter. “It wa...

One of the biggest misconceptions around network effects (which are one of the key dynamics behind many successful and highly defensible software companies) is confusing growth with engagement. So how does one tell th...

If network effects are one of the most important concepts for software-based businesses, then that may be especially true of data network effects — a network effect that results from data. Particularly given the p...

In 2019, long before the outbreak of COVID-19, many lower gross margin tech companies were not being well-received by the public markets, and an excessive spotlight was cast by many on company gross margins. In the prese...

Should I take my company public? Why? If so, when and how? In this post, I’ll demystify these questions and provide a framework for answering them.

watch time: 21 minutes

This post is all about network effects and critical mass. But it’s also about applying those concepts as important mental models in business, so I will share a short story about a business decision I once made that req...

Network effects. It’s one of the most important concepts for business in general and especially for tech businesses, as it’s the key dynamic behind many successful software-based companies. Understanding network effe...