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Retrospectively Obvious

Santiago Roel Santos

Innovation feels gradual before its exponential.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues35SubscribersRead obviously.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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The Friction Tax

Back in the day investing in software, I would obsess about churn. More than growth, more than margins, more than sales efficiency (magic number). All I ever wanted from a management team was a CSV data dump: customer ID and payment per mon...

14 days ago
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Why Tokens Can’t Compound

I am writing this as crypto is melting down. Bitcoin touched $60K, Solana is back to FTX estate sale levels, and Ethereum is $1,800. I’ll spare you the permabear talk.

25 days ago
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Authors

The writers behind this newsletter.

  • Santiago Roel Santos

    Founder @ Inversion | Posts are not investment advice

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