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cloud

A collection of 2 posts
The Customer Value Proposition of the Cloud
cloud Featured

The Customer Value Proposition of the Cloud

The cloud is a great example of why it is often beneficial to turn your fixed costs into variable costs. Concurrently some players are emerging as scaled champions from having this be a fixed cost.
Sep 17, 2020 11 min read
Investing

When Fixed Costs Turn Variable

What happens when a variable cost turns fixed? What happens when a fixed cost turns variable? Let's explore.
Sep 17, 2020 5 min read
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