Matan’s Blog

Sold Out: Eventbrite and the Marketplace Trap

Covid didn't kill Eventbrite. But a single strategic misstep unraveled its admirable post-pandemic rebuild.

Apr 9 • Matan Zinger

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February 2026

What If Shopify Isn't An AI Winner?

The internet - including Shopify's success story - shows that new tech paradigms develop in surprising ways. Incumbents might not adapt, and premature…

Feb 25 • Matan Zinger

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Monday's Retreat

Monday.com's recent strategy shift offers a fascinating peek into a disruption story that may be unfolding in real-time.

Feb 18 • Matan Zinger

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Excel Obsoletion

Microsoft Excel remained the world's most popular programming language throughout the Cloud and Mobile eras; with AI, however, English may assume that…

Feb 3 • Matan Zinger

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January 2026

Matan's Blog 2025 Year In Review

Looking back at my first year writing this blog.

Jan 1 • Matan Zinger

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December 2025

Bolting AI vs Reimagining: Is OpenAI Netscape Or Google

Sam Altman on bolting AI onto existing services vs. reimagining them with AI, Google's reimagining and Chrome displacing Internet Explorer, ChatGPT…

Dec 30, 2025 • Matan Zinger

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Is Lyft In Denial About Robotaxis?

Lyft doesn't seem paranoid about self-driving robotaxis. Latest CEO comments echo Steve Ballmer's iPhone-era vibes.

Dec 22, 2025 • Matan Zinger

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Could Wix Successfully Disrupt Itself?

On Vibe Coding, the Base44 acquisition, and how despite ongoing skepticism, Wix is determined not to be killed by AI but rather benefit from it.

Dec 2, 2025 • Matan Zinger

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November 2025

Warren Buffett's Close Shave With The Internet

The surprising story about how "the internet isn't going to affect how people shave" prediction turned out incorrect

Nov 17, 2025 • Matan Zinger

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October 2025

Yahoo, OpenAI, and Bubble Mechanics

How the ever-rising expectations of the dot-com euphoria pushed Yahoo into unsustainable revenue channels, and how something similar might play out with…

Oct 20, 2025 • Matan Zinger

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September 2025

A Few Life Lessons from Buffett, Munger, and Jerry Seinfeld

"Humor is not just for the simple fun of laughing, but for the true perspective of the silliness of all humans ... It is the one thing at the end of…

Sep 25, 2025 • Matan Zinger

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Oracle, Amazon, and the Winner's Curse

How Oracle Missed The Cloud, And What Amazon Might Be Missing With AI

Sep 15, 2025 • Matan Zinger

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