Grammarly: Network Effects on top of Network Effects
Plus! Subsidy Challenges; Supply Chains and the Fed; Meme Decline; The Slow Property Bailout; Cars and Collateral
All posts
In chronological order
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Longreads + Open Thread
Become a member to gain access →Japan, Ukraine, Ponzi Schemes, Meeker, Crypto, Amex
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Learning from Overdetermined Failure
Read this article →Plus! Diff Jobs; Blackstone Buys the Dip; Growing an Ecosystem; Shortages are Demand-Side, Not Supply-Side (Again); Pricing out Values
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Unlock Premium to read this post →Plus! Markets and Clearinghouses; Review Filtering; Creator Funds; Subscriptions as an Asset Class; "Pay to Quit"
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OTC Markets Group: Monopoly, Jr.
Unlock Premium to read this post →Plus! Meta Data; Pandemic Inequality; Early Exit; Carbon Inflation; No More FLoC
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The Idea-Swapping/Login-Swapping Credit System
Become a member to gain access →Plus! Information Sharing; Hackers and Trust; Banking Divergence; Quitting Coal; Real-Time Data; Privacy Tradeoffs
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Longreads + Open Thread
Become a member to gain access →ID, Vaccines, UPS, EVs, Science Funding, Kishi
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
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The Pharma Royalty Business and Restructuring Pharma
Unlock Premium to read this post →Plus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence
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Why Are Developing Market Conglomerates so Common?
Unlock Premium to read this post →Plus! Xtivision; Covid Redistribution; Pricing Power; Institutional Landlord Competition; Defeating Duration
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Headcount, Dealflow, and Finance as a Recruiting Business
Unlock Premium to read this post →Plus! The Slow, Partial Energy Recovery; Pricing Power; Marketing Eats Hardware; Distressed Debt in Distress; Software/Real Estate Convergence
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Longreads + Open Thread
Become a member to gain access →BNPL, Leverage, Taxes, Clusters, Manhattan, Asia,