What's an Airport Worth?
Plus! M&A Cycles, Regulatory Cycles; Financial Engineering; Drones; Trillions; Linkages
All posts
In chronological order
-
Unlock Premium to read this post →
-
Get-What-You-Want Companies and Make-People-Want-Something Companies
Unlock Premium to read this post →Plus! AI and Academics; Memberships; Dry Powder; Integrating AI; Technology Feedback Loops
-
The Business of Game Hosting: Loyalty at the Infrastructure Layer
Unlock Premium to read this post →Plus! Complex Liquidations; Multi-Media Consumption; Spam and Scams ;More Multi-Media; First-Party to Third-Party
-
Is "Social" an Enduring Category or Just a Phase?
Become a member to gain access →Plus! The Carbon Discount Rate; Alternative Data; Transitory Lessons; App Economics; Where Does the Basis Trade Come From?
-
Longreads + Open Thread
Become a member to gain access →Checking, Ghostwriting, Fertility, Ads, Ideology, Corporate Mortality, Rates, The Banana King
-
The Last Interface
Unlock Premium to read this post →Plus! AI Shopping; Generative Experiences; X-as-a-Service-as-a-Service; Open Source Economics; Imposing Fragmentation
-
Is Venture Debt the Right Strategy in the Wrong Place?
Unlock Premium to read this post →Plus! Stock Splits; Growing Pains; Introversion; Full Recovery; Diffusion of Responsibilities
-
Is it Optimal for More Capital Assets to Live on Corporate Rather than Household Balance Sheets? (Or: Why HP Wants You to Subscribe to Your Own Printer)
Unlock Premium to read this post →Plus! Compensation; Product Integration; Media M&A; AI and Jobs; Growth Hacks
-
Being Not-a-Tech-Company
Become a member to gain access →Plus! Diff Jobs; Media; News: Supply and Demand; Preferred Habitats; Liquidation; The Activism Cycle
-
Longreads + Open Thread
Become a member to gain access →Group Chats, China, Mac, Media, Cities, Factors, Economics, NYMEX
-
The New App Economy?
Unlock Premium to read this post →Plus! Labor Markets; Knockouts; Competition; Layoffs; A Golden Age of Scraping
-
Resets, Decelerations, and What's New This Layoff Season
Unlock Premium to read this post →Plus! O-Ring Theory; The Last Generation of Celebrities; Money by Subscription; SPACs; Defense Tech and TAM Paradoxes