Plus! Coal and Spinoffs; Build-Your-Own-Amazon; Oil; Two Risks, One Risk Premium; Snap
7
1
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
20
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
Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants
13
5
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
9
Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
8
2
Plus! Pensions; Customer-Facing; Use Cases; Making a Market; Reflexive Energy Politics; Diff Jobs
82
2