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by alephnerd 1194 days ago
Is it just me or has Stratechery gone downhill in it's analysis (or at least put too much mindshare on mid-market B2B SaaS startups, AdTech, and B2C).

A number of the Stratechery articles I've read recently seem to remain in that whole echo chamber and don't seem to extend that well into other segments in the larger innovation industry.
1 comments
boh 1194 days ago
What industry is that?
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alephnerd 1194 days ago
Stratechery seems to stick to the B2C, AdTech, Fintech, and mid-market B2B SaaS sectors, and at least for Biotech (loose term, Pharma VC is distinct from Healthtech VC is distinct from B2C health apps is distinct from ...) and Cybersecurity+Infra Startups, some of the analysis seems not as targeted.

I've worked in both those industries and the VCs, GTM, Operations, Personas, and Economics for those segments are different from how an early stage Stripe or Uber or Amplitude would operate.

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