Arbitraging “Dead Time”
Plus! The Human Call Option, European Vacations, Xi Jinping, Alibaba, more...
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Pexip, GDPR and the Economics of European Software Companies
Become a member to gain access →Plus! Amazon, "Second Screens" as TV Guide, Delivery and Scale, Pensions and Prisoner's Dilemmas, more...
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Weekend Longreads + Open Thread
Become a member to gain access →Dimon, Instagram, Postwar, Value, Slack, Microsoft
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The Bloomberg Terminal Shows How to Create Virtual Economic Cluster
Read this article →Plus! Big Tech M&A, European Vacations, Reverse Hong Kong, Microsoft-on-Microsoft Disruption, and more...
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The Instagram Way
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Vroom: S-1s and S-Curves
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On Perpetuities
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Weekend Longreads + Open Thread
Become a member to gain access →Scenius, Cloud Gaming, Amazon's S-1, Cowen/Romer, Institutional Failure, and more...
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What's Next for The Diff
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You Learn From Good Businesses and Bad Trades
Read this article →Plus! ByteDance, Clubhouse, China, Italy, Cloud, Facebook, more...
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Why Does "Commoditize the Complement" Work?
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Carta: Bringing Tech Companies Back to the Futuristic 1990s
Unlock Premium to read this post →Plus! Rogan -> Spotify, NYT 3P -> 1P, Conferences ,Theaters, Microsoft Build, Facebook Shops,