https://hellerhs.com/podcast/episodes/ep-2-buffett-s-world-war-ii-debut/2026-09-20T16:36:26.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-1-from-franchise-to-ordinary-business/2026-09-20T16:36:26.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-5-growth-underwriter-marcelo-lima-on-valuing-saas-businesses/2026-09-20T16:36:25.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-4-on-innovation-our-portfolio-and-more-interview-with-ns-capital/2026-09-20T16:36:25.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-3-on-avoiding-technology/2026-09-20T16:36:25.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-7-shopify-slack-and-more-on-the-investing-city-podcast/2026-09-20T16:36:24.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-6-discovering-innovative-companies-with-marcelo-lima/2026-09-20T16:36:24.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-9-valuation-portfolio-construction-and-lots-of-companies/2026-09-20T16:36:23.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-8-lemonade-with-marcelo-lima-on-the-investing-city-podcast/2026-09-20T16:36:23.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-11-how-should-we-measure-progress/2026-09-20T16:36:22.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-10-investing-in-the-metaverse/2026-09-20T16:36:22.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-13-boom-supersonic-getting-there-in-half-the-time/2026-09-20T16:36:21.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-12-geicos-of-the-21st-century/2026-09-20T16:36:21.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-15-how-we-think/2026-09-20T16:36:20.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-14-the-bnpl-revolution/2026-09-20T16:36:20.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-17-roblox-the-coming-ad-titan/2026-09-20T16:36:19.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-16-could-miami-become-a-world-class-tech-hub/2026-09-20T16:36:19.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-18-why-empire-building-is-important/2026-09-20T16:36:18.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-19-why-saas-is-like-walmart/2026-09-20T16:36:17.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-0-introducing-increasing-returns/2026-09-20T16:23:18.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/podcast/episodes/ep-20-atlassian-growing-ambition/2026-09-20T16:23:01.000Zhttps://hellerhs.com/podcast/artwork/increasing-returns.jpgincreasing-returns.jpghttps://hellerhs.com/memos/from-franchise-to-ordinary-business/2026-08-13T23:21:06.000Zhttps://hellerhs.com/content/images/wix-migration/91a90f13d4cdf7b2e95780b9d9f0823ee434636fd06bede0e943319bf172d8b6.jpg91a90f13d4cdf7b2e95780b9d9f0823ee434636fd06bede0e943319bf172d8b6.jpghttps://hellerhs.com/memos/on-avoiding-technology/2026-08-13T23:21:06.000Zhttps://hellerhs.com/content/images/wix-migration/7f5d3d963929dbaa7177a2f2a4c0dbeaa214c72e05bf3ecd5da6c293c2776cbe.jpg7f5d3d963929dbaa7177a2f2a4c0dbeaa214c72e05bf3ecd5da6c293c2776cbe.jpghttps://hellerhs.com/memos/geicos-of-the-21st-century/2026-08-13T23:21:06.000Zhttps://hellerhs.com/content/images/wix-migration/06afb0809465367df9e2aeef483f1082e44e62fa4450976012e5852968336fb5.jpg06afb0809465367df9e2aeef483f1082e44e62fa4450976012e5852968336fb5.jpghttps://hellerhs.com/memos/could-miami-become-a-world-class-tech-hub/2026-08-13T23:21:05.000Zhttps://hellerhs.com/content/images/wix-migration/a6b1338d84705e72f2c9de88b6d2d6ee15b225aa5f6eb097a657166eed54c6af.jpga6b1338d84705e72f2c9de88b6d2d6ee15b225aa5f6eb097a657166eed54c6af.jpghttps://hellerhs.com/memos/how-should-we-measure-progress/2026-08-13T23:21:05.000Zhttps://hellerhs.com/content/images/wix-migration/b83d8f4021a6e087316fe0e76c8d91c2f9ccbe4b951a96c7740f6ccb45dea420.jpgb83d8f4021a6e087316fe0e76c8d91c2f9ccbe4b951a96c7740f6ccb45dea420.jpghttps://hellerhs.com/memos/on-innovation-our-portfolio-and-more/2026-08-13T23:21:04.000Zhttps://hellerhs.com/content/images/wix-migration/f4fbb25f1819de211b8990eb92e6147cd246ff6ae05c2e7b3ea01797d02f82b6.jpgf4fbb25f1819de211b8990eb92e6147cd246ff6ae05c2e7b3ea01797d02f82b6.jpghttps://hellerhs.com/memos/investing-in-the-metaverse/2026-08-13T23:21:04.000Zhttps://hellerhs.com/content/images/wix-migration/43b413593b64d96506e8dbdc57853b0325e4eb9973b5c57639ee2580ad4ada2d.jpeg43b413593b64d96506e8dbdc57853b0325e4eb9973b5c57639ee2580ad4ada2d.jpeghttps://hellerhs.com/memos/boom-supersonic-getting-there-in-half-the-time/2026-08-13T23:21:04.000Zhttps://hellerhs.com/content/images/wix-migration/a4996002c6e7dc4498c49561f0d58373ba60f26dfdcdf4a225b77064426db12d.jpega4996002c6e7dc4498c49561f0d58373ba60f26dfdcdf4a225b77064426db12d.jpeghttps://hellerhs.com/memos/growth-underwriter-marcelo-lima-on-valuing-saas-businesses/2026-08-13T23:21:03.000Zhttps://hellerhs.com/content/images/wix-migration/4e47b25917a410eba704b35c4a9b69d697daa24a2eccbede23118eb04ae830c3.jpg4e47b25917a410eba704b35c4a9b69d697daa24a2eccbede23118eb04ae830c3.jpghttps://hellerhs.com/memos/discovering-innovative-companies-with-marcelo-lima/2026-08-13T23:21:03.000Zhttps://hellerhs.com/content/images/wix-migration/bd9947457b8d5ca7fc241493b170050ed41b10b0f2292ee832edc1fd2cdc706e.jpgbd9947457b8d5ca7fc241493b170050ed41b10b0f2292ee832edc1fd2cdc706e.jpghttps://hellerhs.com/memos/shopify-slack-and-more-on-the-investing-city-podcast/2026-08-13T23:21:02.000Zhttps://hellerhs.com/content/images/wix-migration/8d4cebd76ff96faf696a5751210fcd81049a9db7dfb21f7dd7920236e9cff778.png8d4cebd76ff96faf696a5751210fcd81049a9db7dfb21f7dd7920236e9cff778.pnghttps://hellerhs.com/memos/more-lemonade/2026-08-13T23:21:01.000Zhttps://hellerhs.com/content/images/wix-migration/8d6717cb26b86bac131aeb43e1dd42425bbe0b020ba1b477ccabc0fc3ba432b4.jpg8d6717cb26b86bac131aeb43e1dd42425bbe0b020ba1b477ccabc0fc3ba432b4.jpghttps://hellerhs.com/memos/valuation-portfolio-construction-and-lots-of-companies/2026-08-13T23:21:01.000Zhttps://hellerhs.com/content/images/wix-migration/5c587e1ca7efb26905af5e58d458047b4c509cabd90ac53ee8e8ceb9de7ff51b.jpg5c587e1ca7efb26905af5e58d458047b4c509cabd90ac53ee8e8ceb9de7ff51b.jpghttps://hellerhs.com/memos/the-bnpl-revolution/2026-08-13T23:21:00.000Zhttps://hellerhs.com/content/images/wix-migration/05b700933d5d635e07ef24f12e00eb56cbd9ece5333e5ae52ab6acfdc92cc88e.jpg05b700933d5d635e07ef24f12e00eb56cbd9ece5333e5ae52ab6acfdc92cc88e.jpghttps://hellerhs.com/memos/roblox-the-coming-ad-titan/2026-08-13T23:21:00.000Zhttps://hellerhs.com/content/images/wix-migration/af7346acd50e2564c1fdaa14253c9c30ed7d3f32b689cf77f025ebb3e282d098.jpgaf7346acd50e2564c1fdaa14253c9c30ed7d3f32b689cf77f025ebb3e282d098.jpghttps://hellerhs.com/memos/why-empire-building-is-important/2026-08-13T23:20:59.000Zhttps://hellerhs.com/content/images/wix-migration/9ec5f4a5c186aec20fb73f1fbd702f5e521a4796497277c88950be05a6589e31.jpg9ec5f4a5c186aec20fb73f1fbd702f5e521a4796497277c88950be05a6589e31.jpghttps://hellerhs.com/memos/why-saas-is-like-walmart/2026-08-13T23:20:59.000Zhttps://hellerhs.com/content/images/wix-migration/9ebe0e0d8b8b1d57f2a1a803f2357615f229f078ba94ab1b3946a2ebe8c1c257.png9ebe0e0d8b8b1d57f2a1a803f2357615f229f078ba94ab1b3946a2ebe8c1c257.pnghttps://hellerhs.com/memos/atlassian-growing-ambition/2026-08-13T23:20:58.000Zhttps://hellerhs.com/content/images/wix-migration/4fd968a915d183d200d0f0c033c7cd69345df83d5ce62933a55688311890464d.jpg4fd968a915d183d200d0f0c033c7cd69345df83d5ce62933a55688311890464d.jpghttps://hellerhs.com/memos/twilios-margin-target-how-achievable-is-it/2026-08-09T19:01:35.000Zhttps://hellerhs.com/content/images/2022/08/Twilio-Launches-Growth-Automation-Platform.jpegTwilio-Launches-Growth-Automation-Platform.jpeghttps://hellerhs.com/memos/tesla-and-shopify-integration-modularity-and-value-capture/2026-08-09T19:01:34.000Zhttps://images.unsplash.com/photo-1529883113214-a69c96847b1f?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=MnwxMTc3M3wwfDF8c2VhcmNofDl8fG93bCUyMGh1bnRpbmd8ZW58MHx8fHwxNjU5NDkxNDkz&ixlib=rb-1.2.1&q=80&w=2000photo-1529883113214-a69c96847b1f?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=MnwxMTc3M3wwfDF8c2VhcmNofDl8fG93bCUyMGh1bnRpbmd8ZW58MHx8fHwxNjU5NDkxNDkz&ixlib=rb-1.2.1&q=80&w=2000https://hellerhs.com/memos/ping-and-sailpoint-a-look-at-thoma-bravos-identity-rollup/2026-08-09T19:01:34.000Zhttps://images.unsplash.com/photo-1516147697747-02adcafd3fda?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=MnwxMTc3M3wwfDF8c2VhcmNofDE3fHxyYWNlfGVufDB8fHx8MTY1OTk4NTM0NA&ixlib=rb-1.2.1&q=80&w=2000photo-1516147697747-02adcafd3fda?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=MnwxMTc3M3wwfDF8c2VhcmNofDE3fHxyYWNlfGVufDB8fHx8MTY1OTk4NTM0NA&ixlib=rb-1.2.1&q=80&w=2000https://hellerhs.com/memos/unity-doesnt-add-up/2026-08-09T19:01:33.000Zhttps://hellerhs.com/content/images/2022/07/cover.pngcover.pnghttps://hellerhs.com/memos/netflixs-advertising-ambitions/2026-08-09T19:01:33.000Zhttps://hellerhs.com/content/images/2022/07/cover.jpgcover.jpghttps://hellerhs.com/memos/unity-ironsource-a-look-at-the-deal/2026-08-09T19:01:32.000Zhttps://hellerhs.com/content/images/2022/07/Header-Oct-5.jpgHeader-Oct-5.jpghttps://hellerhs.com/memos/should-you-believe-spotify-s-daniel-ek/2026-08-09T16:36:06.000Zhttps://hellerhs.com/content/images/wix-migration/483df539a05ceea694811dfab27564452db07163a966a9476c6988737204e87b.jpg483df539a05ceea694811dfab27564452db07163a966a9476c6988737204e87b.jpghttps://hellerhs.com/memos/lemonade-a-geico-of-the-21st-century/2026-08-09T16:35:59.000Zhttps://hellerhs.com/content/images/wix-migration/846a13573cba9b7aab906ede9a93202c23ea9bae6771dc7877a478c75fc8e74f.jpg846a13573cba9b7aab906ede9a93202c23ea9bae6771dc7877a478c75fc8e74f.jpghttps://hellerhs.com/memos/wix-calling-all-creators/2026-08-09T16:35:57.000Zhttps://hellerhs.com/content/images/wix-migration/04d3eb8c997b9d395450b890e25afb0329ad70b3bc51906390003de7bd411912.jpg04d3eb8c997b9d395450b890e25afb0329ad70b3bc51906390003de7bd411912.jpghttps://hellerhs.com/memos/models-good-and-bad/2026-08-09T16:35:57.000Zhttps://hellerhs.com/content/images/wix-migration/2de9f15d7f1b0f5de0ccff6b556e5ca5c1d122501293c5a27b2bb337a21f98e6.jpg2de9f15d7f1b0f5de0ccff6b556e5ca5c1d122501293c5a27b2bb337a21f98e6.jpghttps://hellerhs.com/memos/celebrating-10-years-of-heller-house/2026-08-09T16:35:56.000Zhttps://hellerhs.com/content/images/wix-migration/f37fa2be4e82d7b8117a34e3e51c02343a4d59b8043813fcc3c755c1c95f7168.jpgf37fa2be4e82d7b8117a34e3e51c02343a4d59b8043813fcc3c755c1c95f7168.jpghttps://hellerhs.com/memos/it-s-platforms-all-the-way-down/2026-08-09T16:35:56.000Zhttps://hellerhs.com/content/images/wix-migration/fc53d5c98674328ac8469fb4d088b4ea6dd0f6713d647c510c45c2d8d81593f6.jpgfc53d5c98674328ac8469fb4d088b4ea6dd0f6713d647c510c45c2d8d81593f6.jpghttps://hellerhs.com/memos/the-bernoulli-economy/2026-08-09T16:35:56.000Zhttps://hellerhs.com/content/images/wix-migration/413a964c5e0651b5558ce8eedb0ec0bc580b1323a067bfa23d29e5e3377544a3.jpg413a964c5e0651b5558ce8eedb0ec0bc580b1323a067bfa23d29e5e3377544a3.jpghttps://hellerhs.com/memos/twilio-s-master-plan/2026-08-09T16:35:55.000Zhttps://hellerhs.com/content/images/wix-migration/18f1b818e5fce50c16902e73647a0d85b2078688237fe923125c3bd7aea9fc0f.jpg18f1b818e5fce50c16902e73647a0d85b2078688237fe923125c3bd7aea9fc0f.jpghttps://hellerhs.com/memos/software-s-infinite-leverage/2026-08-09T16:35:55.000Zhttps://hellerhs.com/content/images/wix-migration/aa0cc91adb2c7d171f592bc38cbfc13d8cd053942c1cf3fc5da9e38d034241a0.pngaa0cc91adb2c7d171f592bc38cbfc13d8cd053942c1cf3fc5da9e38d034241a0.pnghttps://hellerhs.com/memos/we-love-slack/2026-08-09T16:35:53.000Zhttps://hellerhs.com/content/images/wix-migration/3aef347bad8751ff44a60d20c326780130c4e26b95344ff9d3ab3526123fb4ec.png3aef347bad8751ff44a60d20c326780130c4e26b95344ff9d3ab3526123fb4ec.pnghttps://hellerhs.com/memos/the-big-tv-ad-shift/2026-08-09T16:35:53.000Zhttps://hellerhs.com/content/images/wix-migration/52642e433426fcbd8ef843e792f5ee07fd4a5a6fdbe409c993157a746e80ba3b.jpg52642e433426fcbd8ef843e792f5ee07fd4a5a6fdbe409c993157a746e80ba3b.jpghttps://hellerhs.com/memos/what-good-is-facebook-libra/2026-08-09T16:35:52.000Zhttps://hellerhs.com/content/images/wix-migration/b0e7059d75b4c930a4705213ca7e786733a623769106b6ff0cbb5dddaabc6696.pngb0e7059d75b4c930a4705213ca7e786733a623769106b6ff0cbb5dddaabc6696.pnghttps://hellerhs.com/memos/ecosystems-squared/2026-08-09T16:35:52.000Zhttps://hellerhs.com/content/images/wix-migration/8b01a06fd4704e495a9ffeea6803c5670dea4070bad14538d1936cfda28d7321.png8b01a06fd4704e495a9ffeea6803c5670dea4070bad14538d1936cfda28d7321.pnghttps://hellerhs.com/memos/shopify-s-ambition/2026-08-09T16:35:52.000Zhttps://hellerhs.com/content/images/wix-migration/b199df98eabdd13b61626285bba9d24bd869b8e3df7583b8e6419faf0b87d50f.jpgb199df98eabdd13b61626285bba9d24bd869b8e3df7583b8e6419faf0b87d50f.jpghttps://hellerhs.com/memos/the-world-in-ten-years/2026-08-09T16:35:51.000Zhttps://hellerhs.com/content/images/wix-migration/756fbea3da809cc8c61310b7b6f7b5743bc60392b0a8f4a2389adb7d89e8bfff.jpg756fbea3da809cc8c61310b7b6f7b5743bc60392b0a8f4a2389adb7d89e8bfff.jpghttps://hellerhs.com/memos/amazon-s-fulfillment-upside/2026-08-09T16:35:50.000Zhttps://hellerhs.com/content/images/wix-migration/433d2be648f7275cb9861f4f3224200a305a395d4d1f9986d1bcf3b255c572b1.jpg433d2be648f7275cb9861f4f3224200a305a395d4d1f9986d1bcf3b255c572b1.jpghttps://hellerhs.com/memos/facebook-s-new-general/2026-08-09T16:35:49.000Zhttps://hellerhs.com/content/images/wix-migration/ddb4c68096116c85df3a6f388f4a1dc3fbf1c64b02885da5fec7a8b99b66d8ae.jpgddb4c68096116c85df3a6f388f4a1dc3fbf1c64b02885da5fec7a8b99b66d8ae.jpghttps://hellerhs.com/memos/it-s-not-time-to-break-up-facebook/2026-08-09T16:35:49.000Zhttps://hellerhs.com/content/images/wix-migration/851a812562ab94eb2008abc27942606717a38f624efc22bd49de28bff55c8a09.jpg851a812562ab94eb2008abc27942606717a38f624efc22bd49de28bff55c8a09.jpghttps://hellerhs.com/memos/october-s-upside-down-market/2026-08-09T16:35:48.000Zhttps://hellerhs.com/content/images/wix-migration/d3e30286f36e493a0caa02aebca90f081236d91606dfc0633f6e459d89d360e6.pngd3e30286f36e493a0caa02aebca90f081236d91606dfc0633f6e459d89d360e6.pnghttps://hellerhs.com/memos/forcing-functions-win-the-war/2026-08-09T16:35:48.000Zhttps://hellerhs.com/content/images/wix-migration/caa6f32949e05c1cd4fc0a7cf1c5d4aa9c5de1795244ee3161b1bab455466a7e.gifcaa6f32949e05c1cd4fc0a7cf1c5d4aa9c5de1795244ee3161b1bab455466a7e.gifhttps://hellerhs.com/memos/facebook-s-great-reset/2026-08-09T16:35:47.000Zhttps://hellerhs.com/content/images/wix-migration/f4498e905b05a09f5bbc90b8805085b12f096d11374ff1b9b269c894abf34b98.pngf4498e905b05a09f5bbc90b8805085b12f096d11374ff1b9b269c894abf34b98.pnghttps://hellerhs.com/memos/is-vr-the-future-of-computing/2026-08-09T16:35:47.000Zhttps://hellerhs.com/content/images/wix-migration/a3946a2967f3f1e051743685ef0af87d82f94ca90c5102dfaf778377caf56d0a.pnga3946a2967f3f1e051743685ef0af87d82f94ca90c5102dfaf778377caf56d0a.pnghttps://hellerhs.com/memos/i-m-waiting-for-a-pullback/2026-08-09T16:35:47.000Zhttps://hellerhs.com/content/images/wix-migration/7be05bfac0704f4529ab00d0e1f3d1981ee2042d259e91a5490f7f6ba9c2575c.jpg7be05bfac0704f4529ab00d0e1f3d1981ee2042d259e91a5490f7f6ba9c2575c.jpghttps://hellerhs.com/memos/buffett-s-world-war-ii-debut/2026-08-09T16:35:46.000Zhttps://hellerhs.com/content/images/wix-migration/91de6e24872270d4f62d4b0d58f33a23dab1cbbabfa319d8def278cbc8f24ba5.png91de6e24872270d4f62d4b0d58f33a23dab1cbbabfa319d8def278cbc8f24ba5.pnghttps://hellerhs.com/memos/how-mismanaged-is-block/2023-08-16T18:16:54.000Zhttps://images.unsplash.com/photo-1528548335758-27c5d3aa8bde?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wxMTc3M3wwfDF8c2VhcmNofDE4fHxzaGlwd3JlY2t8ZW58MHx8fHwxNjkyMjA5MzM5fDA&ixlib=rb-4.0.3&q=80&w=2000photo-1528548335758-27c5d3aa8bde?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wxMTc3M3wwfDF8c2VhcmNofDE4fHxzaGlwd3JlY2t8ZW58MHx8fHwxNjkyMjA5MzM5fDA&ixlib=rb-4.0.3&q=80&w=2000https://hellerhs.com/memos/tesla-fsd-could-be-big/2023-07-26T12:20:41.000Zhttps://hellerhs.com/content/images/2023/07/Screenshot-2023-07-25-at-10.41.22-AM.pngScreenshot-2023-07-25-at-10.41.22-AM.pnghttps://hellerhs.com/memos/tesla-opens-up-superchargers-to-competitors-bad-move/2023-06-10T21:19:40.000Zhttps://hellerhs.com/content/images/2023/06/tesla-for-ghost.jpgtesla-for-ghost.jpghttps://hellerhs.com/memos/apple-vision-pro-is-this-metas-iphone-moment/2023-06-10T11:54:27.000Zhttps://hellerhs.com/content/images/2023/06/Screenshot-2023-06-06-at-3.51.42-PM.pngScreenshot-2023-06-06-at-3.51.42-PM.pnghttps://hellerhs.com/memos/upstarts-credibility-gap/2023-01-11T15:43:35.000Zhttps://hellerhs.com/content/images/2022/07/0253_UpstartShoot_2014-copy-1200x1803-copy.jpg0253_UpstartShoot_2014-copy-1200x1803-copy.jpghttps://hellerhs.com/memos/oktas-execution-mess/2022-09-07T14:09:37.000Zhttps://hellerhs.com/content/images/2022/09/Todd-McKinnon-and-Frederic-Kerrest.jpgTodd-McKinnon-and-Frederic-Kerrest.jpghttps://hellerhs.com/memos/salesforces-best-acquisition-yet-itself/2022-08-29T17:25:40.000Zhttps://hellerhs.com/content/images/2022/08/Frontier_0000_1.jpgFrontier_0000_1.jpghttps://hellerhs.com/memos/stripe-vs-adyen-collision/2022-08-24T12:32:53.000Zhttps://images.unsplash.com/photo-1552874624-448f857074ee?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=MnwxMTc3M3wwfDF8c2VhcmNofDF8fGNvbGxpc2lvbnxlbnwwfHx8fDE2NjEyOTEzNzc&ixlib=rb-1.2.1&q=80&w=2000photo-1552874624-448f857074ee?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=MnwxMTc3M3wwfDF8c2VhcmNofDF8fGNvbGxpc2lvbnxlbnwwfHx8fDE2NjEyOTEzNzc&ixlib=rb-1.2.1&q=80&w=2000https://hellerhs.com/memos/twilio-racing-up-the-stack/2022-08-10T21:32:51.000Zhttps://hellerhs.com/content/images/2022/07/jeff.pngjeff.pnghttps://hellerhs.com/memos/squares-margins-square-vs-shopify/2022-08-10T13:00:03.000Zhttps://hellerhs.com/content/images/2022/08/BLOCK_FILM_STILLS_BUILDING_BLOCKS_1.pngBLOCK_FILM_STILLS_BUILDING_BLOCKS_1.pnghttps://hellerhs.com/memos/shopify-a-rake-not-far-enough/2022-08-02T11:47:28.000Zhttps://hellerhs.com/content/images/2022/08/techvibes.comwp-contentuploads201609Shopify_Waterloo_Executive_Team-1-128736c0c126a03e3d0d95f0cf935eb3726578a9.jpgtechvibes.comwp-contentuploads201609Shopify_Waterloo_Executive_Team-1-128736c0c126a03e3d0d95f0cf935eb3726578a9.jpghttps://hellerhs.com/memos/chasing-tesla-there-is-no-catalog/2022-07-28T20:57:44.000Zhttps://hellerhs.com/content/images/2022/07/cover-2.jpgcover-2.jpghttps://hellerhs.com/memos/stock-based-compensation-friend-or-foe/2022-07-20T14:39:36.000Zhttps://hellerhs.com/content/images/2022/07/cover-2.pngcover-2.pnghttps://hellerhs.com/memos/twilios-go-to-market-evolution/2022-07-12T14:10:43.000Zhttps://hellerhs.com/content/images/2022/07/askyourdev.jpegaskyourdev.jpeghttps://hellerhs.com/memos/zuckerbergs-meta-miscalculation/2022-07-06T16:11:33.000Zhttps://hellerhs.com/content/images/2022/07/118376739_594039094604401_6292590096477621653_n-2.jpg118376739_594039094604401_6292590096477621653_n-2.jpg