Margins by Ranjan Roy and Can Duruk
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SVB and the Wealth Creation Flywheel
When is a depositor not just a depositor
Mar 16
•
Ranjan Roy
45
6
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SVB and the Wealth Creation Flywheel
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Fad or Trend
Reflecting on 2 years worth of hype while building a startup
Mar 1
•
Can Duruk
29
2
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Fad or Trend
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February 2023
Alexa, what happened?
Sometimes innovation just ain't enough
Feb 24
•
Ranjan Roy
62
19
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Alexa, what happened?
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January 2023
Google vs. ChatGPT told by aglio e olio
I hate monopolies and welcome our AI overlords
Jan 20
•
Can Duruk
63
7
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Google vs. ChatGPT told by aglio e olio
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November 2022
FTX and How to Lose Money
The Dong, Shitcoins, and SBF
Nov 23, 2022
•
Ranjan Roy
67
9
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FTX and How to Lose Money
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October 2022
Shein and the Tech Cold War
Algorithmic tweaks and clothing as trash
Oct 8, 2022
•
Ranjan Roy
54
10
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Shein and the Tech Cold War
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June 2022
Why are maps so hard to make?
Announcing Felt's public launch and $15M Series A. Maps are fun now! Margins is back!
Jun 1, 2022
•
Can Duruk
32
4
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Why are maps so hard to make?
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May 2022
Late Stage Prisoners Dilemma
Tigers and hedge fund hotel parties
May 13, 2022
•
Ranjan Roy
54
9
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Late Stage Prisoners Dilemma
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April 2022
Elon's Giant Package
A mini-grand theory on what he's up to with Twitter
Apr 25, 2022
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Ranjan Roy
85
13
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Elon's Giant Package
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9.2% and the Master of Twitter
13Ds, Gs, and the SEC
Apr 5, 2022
•
Ranjan Roy
48
10
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9.2% and the Master of Twitter
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January 2022
Robinhood and Democracy Promotion
Opening up the IPO club
Jan 21, 2022
•
Ranjan Roy
30
7
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Robinhood and Democracy Promotion
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Who is Web3 Really Good for?
Math is hard, let's go shopping
Jan 10, 2022
•
Can Duruk
33
4
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Who is Web3 Really Good for?
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