@andrewchen I greatly appreciate the invitation!
I am Peter Gibson and I work on corporate strategy for Chegg, a direct-to-student learning platform for high school and college students. Part of my job involves executing on M&A and corporate venture investments, and I’ve greatly benefited from Andrew Chen’s insights on consumer growth from the perspective of an investor. Before Chegg I spent several years in investment banking advising tech companies on M&A and capital raises.
Ben Thompson (Stratechery) has been shaping my views of late, specifically his Aggregation Theory.