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Reversion to the mean: the real long COVID
The pandemic may be over, but so is tech exuberance.
John Luttig
May 15
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Reversion to the mean: the real long COVID
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Rippling and the return of ambition
Most software companies today are fundamentally unambitious, but Rippling is hiding in plain sight.
John Luttig
Apr 5
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Rippling and the return of ambition
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Don’t forget Microsoft
Understanding the behemoth in Redmond teaches us valuable lessons in cloud infrastructure, startup strategy, and the future of software.
John Luttig
Jan 30
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Don’t forget Microsoft
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The index mindset
Index funds have come to dominate public markets. But the shift towards indexing is spreading across tech and culture too – I call it the index mindset.
John Luttig
Sep 15, 2021
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The index mindset
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Finance as culture
financialization is no longer purely institutional. it has seeped into our culture.
John Luttig
Mar 1, 2021
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Finance as culture
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how timeless is timeless advice?
some advice is timeful: relevant for a specific era, but anachronistic thereafter
John Luttig
Feb 14, 2021
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how timeless is timeless advice?
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SPAC Attack: everything a founder or investor should know
Choosing the wrong path can cost your company millions in cash and equity.
John Luttig
Jul 17, 2020
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SPAC Attack: everything a founder or investor should know
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When Tailwinds Vanish
The Internet in the 2020s
John Luttig
Apr 23, 2020
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When Tailwinds Vanish
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this week i'm thinking about – #15 – online dating
Hey friends, Welcome to the many new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I've been…
John Luttig
Jul 24, 2019
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this week i'm thinking about – #15 – online dating
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this week i'm thinking about – #14 – TSMC
Hey friends, Welcome to the many new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I've been…
John Luttig
May 17, 2019
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this week i'm thinking about – #14 – TSMC
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this week i'm thinking about – #13 – Servicetitan
Hey friends, Welcome to the dozens of new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I’m…
John Luttig
Apr 8, 2019
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this week i'm thinking about – #13 – Servicetitan
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this week i'm thinking about – #12 – Chinese insurtech
Hey friends, Welcome to the dozens of new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I’m…
John Luttig
Mar 18, 2019
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this week i'm thinking about – #12 – Chinese insurtech
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