Jam: Is Password-Sharing the Future of Marketing or the Last Gasp of Piracy?
Plus! The Apple Tax, outsourcing, housing elasticity, what General Magic was missing, Iger, typos
All posts
In chronological order
-
Read this article →
-
One Company's Net Dollar Expansion Is Somebody Else's Lower Gross Margin
Read this article →Plus! PE can afford to be subpar, live data on the China lockdowns, and DTC metrics explained
-
Private Equity and Software are Competing to Eat the World
Become a member to gain access →Plus! Gnomic VCs, AI companies as software-adjacent, Solomonic financial engineering, the subtleties of fees, and more...
-
Lebed, Redux
Read this article →Plus: "Entrepreneurs," egregores, software as modern art
-
Foxes, Hedgehogs, VC Alpha, Politics
Read this article →Plus: The Middle-Income Trap, working capital, Lambda School, and empires
-
About / Best Of / FAQ
Read this article →Last updated February 19, 2020. I’m Byrne, and I write about things that don’t mean-revert. (If you didn’t find this post via Medium, you probably got to it through my newsletter.) The world is full of phenomena that move in cycles — countries rise and fall, economies speed
-
Coins, Counting, Progress Studies
Read this article →Plus: social status hyperinflation, nominal status stickiness, climate change and the quants.
-
Casper, Learn to Code, and Dengism with American Characteristics
Read this article →Plus! Marketing, China, Peak California update, unweirdness
-
Culture Week!
Read this article →Featuring: Strategy Games, Economics of Ghosting, Recipe Sites, Optionality & Leo Strauss, and Reading
-
Business Books, Techno-Thrillers, Globalization
Read this article →Plus more globalization, a job ad, a reverse job ad, and more...
-
Bitcoin, Pet Insurance, Boomer Economics
Read this article →Plus: Introverts, Malthus, the economics of love, book reviews—and an upcoming book!
-
Content Marketing, GDP Lies, Minting Certainty
Read this article →Plus: Charter Cities, technical debt, Euro conspiracies, and how hedge fund LPs asked for fee increases before they asked for lower fees