The Right Policy Responses to Coronavirus
Plus! Tovala, Platform Peril!, PE Dry Powder, and more...
All posts
In chronological order
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Is CEO Skill Nonexistent, or Perfectly-Priced?
Unlock Premium to read this post →Plus! Tech and Coronavirus, DTC, UK R&D again, Platform Peril!
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High Modernist Investors and Postmodern Investors
Unlock Premium to read this post →Plus! Which airline recovers first, spyware lite, IRL social clubs, Alpha -> Beta, and more...
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African infrastructure: The long, long game
Unlock Premium to read this post →Plus! RobinHood, Social Capital bombast, Jam!, and geology
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Against Compromise Through Presumed Incompetence
Become a member to gain access →Plus! 2m more barrels per day, institutional homebuyers, CFIUS...
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What You Missed This Week
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Minsky Moments in Supply Chains
Read this article →Plus! The Pension Not-Even-a-Bailout; RIP Good Times, Redux?; Looking at Scale, Backwards; and more...
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Coronavirus: Second-Order Effects
Unlock Premium to read this post →Plus! Push notification ads; Apple shortages, Oyo cuts
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The Many Near-Deaths of Facebook
Unlock Premium to read this post →Plus! Lambda School math, Coronavirus lead-gen, Lawtech, and 2016 (again)
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SelectQuote: The Platonic Ideal of the Marketing-to-Sales Middleman
Become a member to gain access →Plus! Hackers & Frackers, The Uber seed round, AI national champions, VC social networks, and more...
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Every Platform Business Looks Like Local Politics
Read this article →Plus! IPO as coming-of-middle-age, FB’s epidemiology edge, noise in the credit card data, Big Tech’s partisan alignment, and more...
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The Residential Real Estate Market is Basically Fine, For a Bad Reason
Read this article →Plus! Anarchists, platform politics, gaming the FTC