Autocomplete is the Express Route to Local Maxima
Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
All posts
In chronological order
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What's (Far) Ahead for Energy
Sign up for free to gain access →Plus! Hard-to-Scale Marketing; Monetary Policy in Gaming; Tweaking Moderation; Hardware/Software Convergence; Digital/Physical Convergence
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Longreads + Open Thread
Sign up for free to gain access →Clearing, Careers, Charity, Tracing Crypto, Stripe, Spin
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Regulating Big Tech is a Product Problem
Sign up for free to gain access →Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
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Of Course Shares of Private Companies are Tradable (Terms and Conditions May Apply)
Unlock Premium to read this post →Plus! Naturally Fragile Tokens; Trucking Demand and Aggregate Demand; Going Direct; Sputnik Moment
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Politics and the Media Cycle
Unlock Premium to read this post →Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
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How Much Internal Mobility is Too Much?
Sign up for free to gain access →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
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Longreads +Open Thread
Sign up for free to gain access →Edge, Insiders, Tooze, Data, Persistence, Japan, Trading, Generalizing
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NFTs and the Money/Status Exchange Rate
Sign up for free to gain access →Plus! Demand Management; Influencers; Downsides to scaling; Look-through emissions; Lore; Diff Jobs
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The Stickiest Software
Unlock Premium to read this post →Plus! Duration; Watchbait; Lifetime Value; Activist Investing; Finance and Reputational Finance
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The Theory Behind "The Stock's Not Acting Right"
Unlock Premium to read this post →Plus! Another Pandemic Policy Reversal; State-Driven [App] Development; Capital Structure Arbitrage; Russian MMT Update; Housing
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Vizio: Hardware to Software
Sign up for free to gain access →Plus! The Non-Institutional Landlord Boom; Oil Capital; Local Subsidies; Deglobalization; Wealth Taxes and Opacity Subsidies