The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Tuesday Jul 07, 2020
Tuesday Jul 07, 2020
We've gone to some length covering Slack, Zoom, and other software companies, as the 2020 work from home environment has accelerated and amplified business's rush to the cloud. But what about email, that old standby? Where does it fit in?
We got the chance to speak with Rahul Vohra, someone whose career has been built on optimizing email. He founded Rapportive, a Gmail plug-in, before selling that to LinkedIn for what was reported to be $15M. He is now the founder and CEO of Superhuman, a service that also builds on gmail and is dedicated to providing the fastest email experience ever. He filled us in on what Superhuman is seeing in the 2020 market, whether a $360/year product is consigned to a niche, what the entrant of a new competitor - Hey, from Basecamp - portends, and how gamification goes right or wrong. He also shared his thoughts on the recent Apple app store arguments that Hey prompted, and what his favorite video games were growing up.
Topics Covered:
- 2:30 minute mark - The role of email in the modern collaboration landscape: Is Email dead?
- 7:30 – Initial impact of asynchronicity, work from home, COVID
- 10:30 – Superhuman user experience
- 16:30 – The onboarding process, that Verge review, and unit economics
- 23:30 – The niche question
- 29:30 – Competition, Hey’s entrance into the market
- 42:30 – The Communications bundling/unbundling
- 46:30 – Demographic questions
- 52:30 – Among the giants
- 54:30 – App Store controversy
- 57:30 – Gamification
- 1:02:30 – Public SaaS valuations and what is possible for start-ups
Sources worth checking out in context of this conversation:
- Walt Mossberg: Yes, You've Still Got Mail
- The Smart but Scattered Guide to Success: How to Use Your Brain’s Executive Skills to Keep Up, Stay Calm, and Get Organized at Work and at Home (Book)
- Verge: Superhuman's email app is overhyped and overpriced
- Churn FM: How Superhuman avoids churn by systematically increasing product-market fit (Podcast)
- First Round: How Superhuman Built An Engine To Find Product/Market Fit
- TheInformation: The Tech Entrepreneur Who Loves To Troll Silicon Valley
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