Index Funds and Democratic Centralism
Plus! Reverse War Economy Update; The Lab Story; Borrowing Growth Hacks; The Weak Wealth Effect; Waiting Out Trump
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Patent Platforms
Become a member to gain access →Plus! The New Strain; SolarWinds, Redux; Complements and Customer Lifetime Value; China and Reform; Google Union; More APIs for IRL
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American Exceptionalism
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An Investor's Framework for Thinking About Cybersecurity
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Coinbase: When the Stock Competes With the Product
Become a member to gain access →Plus! The Individual Contributor Factor; Science and Aging; Revenge Businesses; Supply Chains and the Surface Area Problem; In-House Silicon; Temporary Regulatory Arbitrage
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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
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Beyond GAAP, Or Not
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DoNotPay: The API for IRL
Read this article →Plus! The Index; Twitter: Subscale; Chaos Engineering; Space Law; The Login Layer
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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
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The IPO Market: Too Expensive for Sellers
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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?
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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