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Ferrari: The Inefficiency Premium
Plus! Coal and Spinoffs; Build-Your-Own-Amazon; Oil; Two Risks, One Risk Premium; Snap
Byrne Hobart
7
1
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Ferrari: The Inefficiency Premium
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Inventing Demand
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
Byrne Hobart
Aug 15
20
2
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Inventing Demand
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Longreads + Open Thread
Style, Subcultures, Derivatives, Microsoft, Media, Square, Alexander
Byrne Hobart
Aug 13
24
6
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Longreads + Open Thread
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Block: Designing Payments, Mismatched Networks
Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
Byrne Hobart
Aug 12
11
5
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Block: Designing Payments, Mismatched Networks
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Auctioning Information
Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March
Byrne Hobart
Aug 11
12
2
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Auctioning Information
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Permission for Social Mobility
Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
Byrne Hobart
Aug 9
9
2
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Permission for Social Mobility
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Moderna's Bets: Moonshots and Platforms
Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
Byrne Hobart
Aug 8
35
2
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Moderna's Bets: Moonshots and Platforms
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Longreads + Open Thread
Retail, Sybil Attacks, Discoveries, Roditi, Chongqing, Moderna
Byrne Hobart
Aug 6
29
3
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Longreads + Open Thread
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