Yesterday afternoon, SEO Twitter was abuzz with the news that SEMRush had filed to go public. Some great initial analysis on the numbers in this thread by Dan Barker: SEMrush, the SEO tool, has filed to go public. Here’s the S-1: https://t.co/i1meSHts4Y They spent $54 million on marketing last year, for revenue of $125 million. […]

Read More

Ben Thompson’s post this week on Microsoft’s Monopoly Hangover touched a nerve. Thompson’s thesis is that companies that are monopolies tend to face considerable problems once the monopoly ends. He boils these problems down to: Nature “The great thing about a monopoly is that a company can do anything, because there is no competition; the bad […]

Read More