Software Mittelstand and Software Keiretsu
Plus! Dropbox as the Everywhere Layer, Vaccines, Platforms as Legislators, Huawei, more...
All posts
In chronological order
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Weekend Longreads + Open Thread
Sign up for free to gain access →Jaynes, Events, Surkov, Podcasts, Singapore, The First 1,000, The Small Web, Rises, Falls
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Incumbents, Not Startups, Are Regulatory Arbitrageurs
Read this article →Plus! Limits to Automation, Silver Lake, 1830, 1930, 2030, Globalizing Cybersecurity
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ZoomInfo: IPO of an Accidental LinkedIn Clone
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In Media Res
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Arbitraging “Dead Time”
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Pexip, GDPR and the Economics of European Software Companies
Sign up for free 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
Sign up for free 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
Unlock Premium to read this post →Plus! One Macro Bet, Jio, High-Frequency Indicators, Noisy Data, Theaters
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Vroom: S-1s and S-Curves
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On Perpetuities
Unlock Premium to read this post →Plus! Microfame, European Vacations, Work-From-Home and Social Capital, Chip Reshoring, TikTok, and more...