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Ride Hailing, Portnoy, Bridging Finance, Insecure Chips, Bad Trades, Failing GPA

21 hr ago

Plus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs

Dec 3

Plus! Inventory; Ecosystem Acquisitions; Cannabis Capital; Bad Hedging; Finance and Distribution

Dec 2

Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies

Nov 30

Plus! Omicron; China and Messaging Politics; Black Friday; Taxing E-Cigarettes; Some People are Still Drilling; Other iBuyers

Nov 29

Japan, Altman, COBOL, China, Factors, Geoengineering, LTV, Mistakes

Nov 27

Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Compa…

Nov 26

Plus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin

Nov 23

Plus! Scaling Streaming; Auctions and Customer Acquisition; Meta's Missing Attrition; Facebook and Radicalization; When Multi-Cloud Doesn't Work

Nov 22

Speed, Glucose, Enron, Philanthropy, Sewer Robots, Fracking, SoftBank

Nov 20

Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC

Nov 19

Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply

Nov 18

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