Coinbase: When the Stock Competes With the Product
Plus! The Individual Contributor Factor; Science and Aging; Revenge Businesses; Supply Chains and the Surface Area Problem; In-House Silicon; Temporary Regulatory Arbitrage
-
Become a member to gain access →
-
What's Happening in Logistics
Read this article →Plus! Infohazards, How The Grinchbots Steal Inflation, The Hack Expands, AR and the Physical/Digital Switch, Antitrust and Real Interest Rates
-
Beyond GAAP, Or Not
Unlock Premium to read this post →Plus! Institutional Bitcoin; Credit, Trust, and Card-Counting; What Democracy Looks Like; Valuable Discoveries; Shopify and Management by Metaphor; From Full-Stack to Software
-
DoNotPay: The API for IRL
Read this article →Plus! The Index; Twitter: Subscale; Chaos Engineering; Space Law; The Login Layer
-
Stagnationism
Unlock Premium to read this post →Plus! Halfway; Activism, Shareholder and Otherwise; Employee Benefits and Marginal Costs; Fixing the Saudi Economic Barbell; Amazon, Niche Player
-
The IPO Market: Too Expensive for Sellers
Become a member to gain access →Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops
-
Sharing and Owning Standards
Read this article →Plus! Institutional Bitcoin; Negative Prices; Facial Recognition; Recursive Product Development; Every Tech Company Becomes a Bank; Robinhood, Underwriter?
-
Understanding Flag Carriers
Unlock Premium to read this post →Plus! Subscriber Call; Early Doordash; Ads and Adverse Selection; The Facebook Suit; The Downside of a Negative Cash Cycle; Data Brokers and PR Surface Area
-
What If SPACs are a Shift, Not a Bubble?
Unlock Premium to read this post →Plus! Subscriber Call; What Business is FireEye In?;Knocking Out the BigCo Option; Realignment; More Airline Green Zones; New York’s Amazon-Competitor-Tax; Social Trust; The Bet; Pensions
-
Winner-Take-Some Platforms
Unlock Premium to read this post →Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
-
E-Commerce, Advertising and Perfect Price Discrimination
Become a member to gain access →Plus! Regulatory Arbitrage in Housing; “The first year of the 21st century”; Big Tech Sees Like a State: Consumer Protection; Where is “China as Number One?”
-
Taiwan and Supply Chain Frenmity
Read this article →Plus! Airline Green Zones; Short Sellers and the Supply Chain of Information; Housing and Pull-Forward Demand; Facebook and Visa Arbitrage