Greetings fellow nerds,
As many of you know, we switched from Substack to Beehiiv recently. As part of that change, new subscriber segments were created based on engagement levels to craft more personal experiences for you all. I messed up on an attribute when I was putting that together. You were all wrongfully placed in the unengaged bucket and taken off of the normal send list.
I’d like to turn my blunder into something positive for the several hundred of you that this has impacted. Below, I’ve included a link to upgrade with an exclusive added discount for annual plans. If you do sign up, you’ll be able to easily access the content you missed through the website afterwards. Going forward, the vast majority of this newsletter will be pay-walled. Please reach out with any issues with onboarding and I will personally try to fix them.
This month, content will include:
- CrowdStrike, Lululemon, Gitlab, Adobe and Samsara earnings coverage.
- Coverage of investor conferences for Mastercard, Airbnb, Uber etc.
- A Snowflake Investor Day Review.
- Nu Holdings and DraftKings deep dives.
- Weekly news and analysis.
- So much more.
