Cars Manufacture the Modern Middle Class
Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
All posts
In chronological order
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Longreads + Open Thread
Sign up for free to gain access →Netflix, Dueling, Value, Covid Zero, Aging, Japan, Fiat
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Refactoring Restaurants
Sign up for free to gain access →Plus! 401(k)s With Chinese Characteristics; Middlemen and Leverage; Concentration; A Mixed Trucking Recession; Deglobalization in Autos
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What Flavors Sell?
Unlock Premium to read this post →Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
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Keyword Studios: The Gaming Industry on Easy Mode
Unlock Premium to read this post →Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage
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Growth, Diversification, and Shaky Foundations
Sign up for free to gain access →Plus! The Employee Equity Put; Competence; Literally; Activist Emissions Tracking; Travel Returns
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Longreads + Open Thread
Sign up for free to gain access →Hacking, pathogens, fakers and haters, AI monks, scarcity, sweat, Ford
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What Happens When Most Media Is Produced for an Audience of One?
Sign up for free to gain access →Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
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The Strange Economics of VPNs
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Steinway: Getting Growth out of a 300-Year-Old Technology
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To: Elon; Subject: Congratulations(?)
Sign up for free to gain access →Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
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The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Sign up for free to gain access →Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges