Longreads + Open Thread
Wrestling, Genomes, World's Fair, Defense, Cities, Flying Cars
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Partial Deregulation as an Antipattern
Read this article →Plus! China's Inflation Inflection; The Next Amazon IPO; The First Shopify Pivot; The Other Two Supply Chains; Non-Monolithic China
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Understanding Archegos
Unlock Premium to read this post →Plus! Predictions are Hard, Except About the Distant Future; Defense Tech; Supply Chains are Not Trivial; Another Year Without a Summer (Of Tourism, In Some Places); Many Chip Supply Chains
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Limits to Ad Price Discrimination
Unlock Premium to read this post →Plus! Two (or more) Chip Supply Chains; AI-as-a-Service; Game Theory and Margin Calls; Scale and Limits; Trading Through It; The Fame Business
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Valve's Recursive Model
Become a member to gain access →Plus! Margin Call; The Late-Career MBA; Dark Kitchen R&D; Reopening; Panoptic Property Rights
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Weekend Longreads + Open Thread
Become a member to gain access →Legitimacy, More Legitimacy, Industrial Society, Berkeley, Chuck
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Electrocloud!
Read this article →Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
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Where Zoom Goes Next
Unlock Premium to read this post →Plus! Content Strategy and the Buy Side; Section 230 as Facebook's TAM; Liability; Pent-Up Demand?; "As I hope you've gathered, Intel is back"
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The Rich Are Different (Even Adjusting for Factor Exposures)
Unlock Premium to read this post →Plus! Anonymity is a Free Call Option; The Limits to Transparency; Apple and the Smart Home; Clickless Search; The Cost of Ransomware; Reflexive M&A
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How Apple Can Own I/O to Own the Universe
Become a member to gain access →Plus! The Great Inflation; Two-Way API Businesses; Zoom and Cities; From ETrade to eToro; Hardware-as-a-Service
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Weekend Longreads + Open Thread
Become a member to gain access →Peter Principle, Over-Optimism, Moderation, Ruling Class, IPOs
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The Value of Time Rounds to Either Zero or Infinity
Read this article →Plus! Limits to Hardware-as-a-Service; Shareholder Activism in Japan; Flipping (pt 1); Flipping (pt 2); Better Disclosure