Random Walk

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Daily Data

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Daily Data: Discounters make a move or getting moved on?
China is, once again, good at consumer apps
Daily Data: AI is Good
Plus, people are silly sometimes
 • 
Moses Sternstein
Daily Data: Longer sales cycles, and other VC-related data
Family Offices getting frisky
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Moses Sternstein

Random Walk at Night

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Random Walk at Night: The Almighty Consumer is different now
We're entering the Donna Summer Phase of the Almighty Consumer
 • 
Moses Sternstein
Random Walk at Night: There is still no housing shortage
Or an affordability crisis. None of that. Knock it off because people are gonna get hurt.
 • 
Moses Sternstein
Random Walk at Night: The Creator Economy v. Distractor Economy
When the distractors become the distracted
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Moses Sternstein

Weekly Recap

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Random Walk
Random Walk
Random Walk - data, markets, and other random asides, delivered at irregular intervals to your inbox
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