Figma: Saving the Best for Last
Plus! The Waymo Balance Sheet; Adverse Selection in Hiring; Adverse Selection in Marketing; Factors; Growth
All posts
In chronological order
-
Unlock Premium to read this post →
-
McGraw-Hill's Quest for the Right Multiple
Unlock Premium to read this post →Plus! Price Parity; Crypto; Coasian Businesses; Outsourcing; Hardware
-
In Defense of the Ad Economy
Read this article →Plus! Diff Jobs; Wage Elasticity; Coopetition; Capital Structure; Market Breadth; Playing Chicken
-
Longreads + Open Thread
Read this article →Alpha School, Thiel, Reading, Cruise Ships, China, Dalio, AI, Genghis Khan
-
How Much of the Economy Will be an AI Sandwich?
Unlock Premium to read this post →Plus! Full-Stack Synergy; Catch-Up Growth; All-Time Highs; Celebrity Scarcity; The Case for Cluely
-
Circle’s Complicated FX Trade
Unlock Premium to read this post →Plus! Delivery; AI; Staying Human; Distribution; Latency
-
Just-in-Time Food Trend Manufacturing
Unlock Premium to read this post →Plus! Chips and Supply Chains; Deployment; Popularity Contests; M&A; Trade
-
Gonzo Startups
Read this article →Plus! Diff Jobs; Don't Bet on a Third World War; Perplexity; Equity Compensation; Hiring; LLM SEO!
-
Longreads + Open Thread
Read this article →Cryonics, Gas, Fiction, Compaq, Dollars, Margins, Bandwidth
-
Were Forward-Deployed Engineers Designed as the Ideal CEO Training?
Unlock Premium to read this post →Plus! Funds; AI; Business and Politics; The Trade Map; The Dollar
-
Better Filters
Unlock Premium to read this post →Plus! Crypto; Omnimedia; Tariffs and Competitive Advantage; The Everything App; Talent Acquisitions
-
Did IT Eat Apprenticeships?
Unlock Premium to read this post →Plus! Social Media Primitives; Social Ads; Intermediaries; The Missing Defaults; Prime Day