Random Walk

Random Walk

12 Charts on various consumerish things, from AI to ecommerce to whatsapp to houses

It's a grab bag of charts and asides I picked up along the way

Moses Sternstein's avatar
Moses Sternstein
Jul 25, 2025
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  • YT’s unit economics v. Netflix

  • Spotify > OpenAI

  • ‘trust the experts’

  • BNPL extra heavy

  • whatsapp misadventures in India

  • shrinkflation

  • why do homeowners sell?

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