Longreads + Open Thread
Timing; High-Speed Rail; Compatibility; Banking; Velocity; Grocery; Resets
All posts
In chronological order
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Snail Games and One-Hit Wonders
Unlock Premium to read this post →Plus! E.F. Hutton; The Second-Derivative Tech Slowdown; The Equity Risk Premium; Netflix's Limited Land-Grab; Elasticity
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The Single-Product Bundle and the Bundling Continuum
Unlock Premium to read this post →Plus! Margin Lending, Like Market Making is Option Writing; Financial Engineering; Apple Ads!; AI; Personal Finance ESG
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The Honest Company: Can Influencer Marketing go Full-Stack at Scale?
Unlock Premium to read this post →Plus! Attribution; Spam; Folk Backtests; Insolvent Central Banks; Counterfeits and Marketing
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Newsletter Economics in 2022
Become a member to gain access →Plus! Dogfooding the Metaverse; Distribution; Rebundling; Negative Yields; The Labor Shortage Continues
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Longreads + Open Thread
Become a member to gain access →EA, Nomura, Forecasting, Solo Founders, Odds, Talent, Walmart
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Irish Banks: After the Hangover, a Party?
Unlock Premium to read this post →Plus! VC Incentives; ESG Insurance and Chokepoints; Repurposing Real Estate; Peak SF?; Short-Selling
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“If they couldn’t make much money in 2020-21..."
Unlock Premium to read this post →Plus! AI-Created Algorithms; Marginal Costs; Labor Shortages; Accidental Prop Trading; Inventory Management
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Is Recurring Revenue a Bet on Real Rates or Nominal Ones?
Unlock Premium to read this post →Plus! Persistence; Lighting Up Dark Kitchens; Bundles; Mismatches; Markets and Central Bank Signals
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The Counterintuitive Economics of Hiring
Become a member to gain access →Plus! Smartphones and Distributed Law Enforcement; Actors as IP; Microtransactions; Partnerships; Streaming; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Coase; Xi; Mr. Beast; AI; Monzo; Trader Joe
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Compartmentalizing Complexity
Unlock Premium to read this post →Plus! Moderation; Space Law; Working from Home; Orderly Markets; Feature Convergence