Plus! Coal and Spinoffs; Build-Your-Own-Amazon; Oil; Two Risks, One Risk Premium; Snap
10
2
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
21
2
Style, Subcultures, Derivatives, Microsoft, Media, Square, Alexander
24
6
Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
11
5
Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March
12
2
Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
9
2
Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
35
2
Retail, Sybil Attacks, Discoveries, Roditi, Chongqing, Moderna
29
3
See all
Bonnie Kavoussi
Bonnie Kavoussi
Bonnie Kavoussi
Random Walk
Random Walk
Moses Sternstein
Behind the Iron Curtain
Behind the Iron Curtain
Sergey Aleksashenko
Moontower Weekly
Moontower Weekly
Kris Abdelmessih