Is "Social" an Enduring Category or Just a Phase?
Plus! The Carbon Discount Rate; Alternative Data; Transitory Lessons; App Economics; Where Does the Basis Trade Come From?
All posts
In chronological order
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Longreads + Open Thread
Become a member to gain access →Checking, Ghostwriting, Fertility, Ads, Ideology, Corporate Mortality, Rates, The Banana King
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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
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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
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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
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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
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Longreads + Open Thread
Become a member to gain access →Group Chats, China, Mac, Media, Cities, Factors, Economics, NYMEX
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The New App Economy?
Unlock Premium to read this post →Plus! Labor Markets; Knockouts; Competition; Layoffs; A Golden Age of Scraping
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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
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Interactive Brokers as a Tech Platform
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Momentum, Intellectual Humility, and Missing Pieces of the Model
Become a member to gain access →Plus! War Finance Meets Green Finance; AI-Assisted Creativity; Property Rights and Mortal Institutions; Complements; Hedge Funds
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Longreads + Open Thread
Become a member to gain access →Lifting, Outliers, Academic Fraud, Primaries, Schizophrenia, Bubbles, Corporate Mortality, Meritocracy