Why Does "Commoditize the Complement" Work?
Plus! Masterclass, Europe, USD, RMB, V/L Recovery, Twitter, Oil Tax
All posts
In chronological order
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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,
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Dropbox, Information Asymmetry, and Smart Money
Unlock Premium to read this post →Plus! Reopening Sticks & Carrots; Walmart as a Fast-Follower; Zuckerberg on Covid-19—Early; and more...
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Bretton Woods Revisited
Sign up for free to gain access →Plus! Giphy, Africa, China & Chips, Italy & Tourism, Good Bubbles
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The Future of Remote Work is Not That Remote
Read this article →Plus! Multilateralism, Unilatéralisme, Wanamaker Updated, Domestic Fabs, and More...
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Spotify: Many Steamrollers, Few Nickels
Unlock Premium to read this post →Plus! Theaters' Lifeline, Uber + GrubHub, Scooters, Amazon's Gouging Gambit, and More...
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Foxes, Henhouses, and Cybersecurity
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Value? Yes. "Systematic?" Not Necessarily
Unlock Premium to read this post →Plus! Ad Supply, Ad Demand; Venture Debt; Quibi; Slack and Switching Costs; Cloud; and more...
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How Teledyne Became Ordinary
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VC Incentives: Logo-Hunting and Optionality
Read this article →Plus! Oil & Onions, Uber & Expedia, Zoom Progress, California Deficits, Gouging, Model Risk
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Mexico’s Covid Crisis - Eventually
Unlock Premium to read this post →Plus! Business as Usual in PE, Pensions through the Looking Glass, Remote Work Layoffs, More...
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Guidance: Too Little, Or Too Much?
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