Smart Product Manager | Shub·Sep 22Investment thesis : ProofpointProofpoint is a cloud-security company focused on protecting sensitive data across modern cloud environments. The company appears to be at…
MANESHWAR KUMAR·Jun 3The Instant Help Financial Model is broken. And I will show you how.The architecture of an Indian quick-chore operating model, and the cell where the IRR lives.
Possibilities Unbox·Apr 27Part 2: How Serious Investors Think: Three Questions To Challenge Your Investment ThesisThis is Part 2 of a three-part series. Part 1: How Serious Investors Think: Feeling Right, Being Right, Being Profitable — the gap between…
Tanzo·Dec 26, 2025A Hidden Logic Flaw in a16z’s Investment Thesis behind Adam Neumann’s FlowThis is a good-faith logic exercise, not a hit piece. I didn’t plan to write about it, but just watched a 20VC interview where David George…
