Essays and observations on the digital economy
Corporate venture capital has moved from the periphery of corporate innovation to its center. CVC funds now participate in roughly 26% of all venture deals globally, up from 15%...
Continue reading →While consumer marketplaces get most of the attention, B2B marketplaces are quietly rebuilding how businesses buy and sell. The scale of B2B commerce is roughly ten times larger...
Continue reading →The platform landscape is consolidating into bundled offerings across virtually every digital services category. Standalone products that were once viable are increasingly being...
Continue reading →The wellness app market has grown substantially in recent years, with meditation, sleep, fitness, and mental health apps collectively reaching hundreds of millions of users glob...
Continue reading →Real-time payment systems expanded significantly in 2026. Brazil's PIX, India's UPI, and a growing list of similar national infrastructure projects processed record transaction ...
Continue reading →Over the past year working from cafés in a dozen cities across three continents, I have developed an informal anthropology of café working culture. The unwritten rules vary enor...
Continue reading →The acute semiconductor shortages that defined 2021-2023 have largely resolved. Lead times for most commodity chips have returned to pre-pandemic norms, though specific advanced...
Continue reading →While Western markets maintain a pattern of specialized single-purpose apps, Southeast Asia has embraced the super app model — where ride-hailing, food delivery, payments, comme...
Continue reading →Further reading and citations available at the team tracking this market across multiple countries.