Ben and James discuss IPOs, including those of Stitch Fix, SendGrid, and Blue Apron, and the importance of understanding what type of company you are.
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- Ben Thompson: Stitch Fix and the Senate — Stratechery
- Ben Thompson: Why (Most) IPOs are Under-Price — Stratechery Daily Update
- Ben Thompson: Waze Winners and Losers — Stratechery
- Ben Thompson: SendGrid IPOs — Stratechery
- Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery
- Ben Thompson: Blue Apron Files for IPO — Stratechery Daily Update