V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
Plus! Amazon & Twitter Earnings, Bullwhips, Commoditizing the Complement, Remote Work, Apple Demographics, State Bailouts, Adpocalypse
All posts
In chronological order
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The V/L Recovery: PE/VC Take a Leg Down, Then Up-and-to-the-Right
Unlock Premium to read this post →Plus! Earnings, Adpocalypse Updates, Cloud Updates, Loans, Supply Chains, Theater Mismatch, Commoditized Complements, More...
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The V/L Recovery: Small Business & Municipalities
Unlock Premium to read this post →Plus! Adpocalypse... ever? Games Workshop, Instagram, Anti-Amazon, Facebook's Reverse Boardroom Coup
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The V/L Recovery: Cloud Computing
Unlock Premium to read this post →Plus! Pensions, Deepfake Ads, Airbnb, Status, Buffett, Enron
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V-Shaped Recovery for Me, L-Shaped Recovery for Thee
Become a member to gain access →Plus! Shopify, Japan, Mechanical Turk, eSports, Zoom, Everyone-But-Zoom, Clubhouse
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How Airlines Explain the Economy
Read this article →Plus! FAQs, Decentralization Downsides, Adpocalypse, Accidental Industrial Policy, and more…
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Adpocalypse When?
Unlock Premium to read this post →Plus! Googlifying Google Shopping, Tailwinds, Video Chat Convergence, Blockchain and the Surface Area of Crime
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The Alternative Data Primer, Part 2: Buyers, Sellers, Conflict
Unlock Premium to read this post →Plus! Netflix, The Return of Facebook Free Basics, Travel, China, Japan
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The Alternative Data Primer, Pt. 1
Unlock Premium to read this post →Plus! Oil (inevitably), Schumpter, Bug Bounties
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Games Workshop: In The Grim Dark Future, There Is Only High Incremental Operating Margin
Become a member to gain access →Plus! Winners, Losers, Liquidity-Seekers; Colleges; Time To Build; Pension Bailouts, (Almost) Every Tech Company Becomes a Bank, more...
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Sparta, LARPs, Ivies
Read this article →Plus! YC Undoes Something That Doesn't Scale, Why There Aren't Enough Masks, Out-Aggregating Amazon, and more...
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Korea's Samsung or Samsung's Korea?
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