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Illumina is indeed a really good proxy
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Shopify / BigCommerce - e-commerce Square - SMB Slice / Toast - restaurant Twilio - mobile Tencent / Alibaba - emerging market fintech
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Twilio is an underrated and underdiscussed platform for sure. I see so many series A to even D companies building their entire product on top of Twilio.
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@MakerDAO is ~ an index of open source finance. http://DefiPulse.com pic.twitter.com/0azY4l1pD1
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I’ve always thought of
@segment as an index of customer-first companies. Our mission in a way is to improve the NPS of the Internet, by helping digital businesses understand and serve their customers better :) - Još 1 odgovor
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this seems like an interesting investing frame since it forces to answer: 1) what is the underlying market shift bet? 2) can the company capture enough value from the market shift to be worthy of being a good proxy index of that shift?
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This is exactly the right meta.


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