Margins by Ranjan Roy and Can Duruk

Is SOC2 the new tech protection racket?

How Vanta turned SOC2 compliance into a $4B business and why startups are paying the 'screenshot tax' instead of building products

Jul 31, 2025 • Can Duruk

22

3

3

The Boring AI Questions That Actually Matter

AI is a lot more like HR policy and HVAC

Jul 23, 2025 • Can Duruk

57

4

5

November 2024

Technology and Grieving

In Loving Memory of Samaya June Roy-Yang: 12/13/2016 to 11/18/2023

Nov 19, 2024 • Ranjan Roy

367

58

24

March 2023

SVB and the Wealth Creation Flywheel

When is a depositor not just a depositor

Mar 16, 2023 • Ranjan Roy

54

6

Fad or Trend

Reflecting on 2 years worth of hype while building a startup

Mar 1, 2023 • Can Duruk

34

2

1

February 2023

Alexa, what happened?

Sometimes innovation just ain't enough

Feb 24, 2023 • Ranjan Roy

68

17

January 2023

Google vs. ChatGPT told by aglio e olio

I hate monopolies and welcome our AI overlords

Jan 20, 2023 • Can Duruk

66

7

November 2022

FTX and How to Lose Money

The Dong, Shitcoins, and SBF

Nov 23, 2022 • Ranjan Roy

67

9

October 2022

Shein and the Tech Cold War

Algorithmic tweaks and clothing as trash

Oct 8, 2022 • Ranjan Roy

54

10

June 2022

Why are maps so hard to make?

Maps are fun now.

Jun 1, 2022 • Can Duruk

35

4

May 2022

Late Stage Prisoners Dilemma

Tigers and hedge fund hotel parties

May 13, 2022 • Ranjan Roy

54

9

April 2022

Elon's Giant Package

A mini-grand theory on what he's up to with Twitter

Apr 25, 2022 • Ranjan Roy

87

13