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    • What hides behind Gross Margin?
      Investing

      What hides behind Gross Margin?

      January 13, 2022March 11, 2026

      A different way of assessing profits for Social Media (FB, TWTR, etc), SaaS (Snowflake, DataDog, Cloudflare, etc.), Marketplaces and more.

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    • Quote Mashups: Can 1 + 1 = 3?
      Thoughts

      Quote Mashups: Can 1 + 1 = 3?

      January 2, 2022March 11, 2026

      Combining quotes in order to find new meaning to them.

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    • Ten charts on China
      Thoughts

      Ten charts on China

      September 23, 2021March 11, 2026

      Ten charts with key insights on China

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    • The Rise of Meta-Games
      Thoughts

      The Rise of Meta-Games

      August 3, 2021March 5, 2026

      The Golden Age of videogames is coming. There’s 3 Meta-Games which will be key to unlock it.

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    • The ARPU battle: Comparing Netflix, Spotify, Match, Garena and Roblox
      Investing

      The ARPU battle: Comparing Netflix, Spotify, Match, Garena and Roblox

      March 11, 2021March 11, 2026

      ARPU comparative analysis between Netflix, Spotify, Match, Garena and Roblox.

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    • This isn’t the future we were promised – Part III: The game’s losers
      Thoughts

      This isn’t the future we were promised – Part III: The game’s losers

      October 4, 2020March 5, 2026

      A 3 part series on how macroeconomics, bloated institutions and rising anxiety & stress are all connected.

      Read More This isn’t the future we were promised – Part III: The game’s losersContinue

    • This isn’t the future we were promised – Part II: Broken Institutions
      Thoughts

      This isn’t the future we were promised – Part II: Broken Institutions

      September 27, 2020March 5, 2026

      A 3 part series on how macroeconomics, bloated institutions and rising anxiety & stress are all connected.

      Read More This isn’t the future we were promised – Part II: Broken InstitutionsContinue

    • This isn’t the future we were promised – Part I
      Thoughts

      This isn’t the future we were promised – Part I

      September 24, 2020March 5, 2026

      A 3 part series on how macroeconomics, bloated institutions and rising anxiety & stress are all connected.

      Read More This isn’t the future we were promised – Part IContinue

    • Second derivatives of COVID-19
      Thoughts

      Second derivatives of COVID-19

      August 2, 2020March 5, 2026

      With COVID-19 being a reality now for over 6 months, I wanted to share some “second derivatives” I’ve noticed. By “second derivative” I don’t mean the actual mathematical definition (which measures concavity/convexity of a function). Instead, I mean some of the indirect changes in our lives which have been triggered by direct consequences of COVID-19….

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    • The world we (will) live in
      Predictions

      The world we (will) live in

      July 6, 2020March 11, 2026

      By Santiago Hunt – Originally published March 18th, 2020 @ Medium. In the midst of the COVID-19 crisis, I put my thoughts together and made predictions on what the next decade will hold in store for us in the aftermath of the disease. None of these predictions pertain to the disease per se or to…

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