The Economics of Election Bets
Plus! Ant IPO Ain’t (For Now), The Cost of Automation,The NHS Bug, Spotify and the Rich/Famous Tradeoff, More...
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Media Refragmentation and Funnel Capture
Become a member to gain access →Plus! Disaggregation, Reaggregation; Separation of Powers; Multichannel, R(t); Central Bank Fiscal Policy; More
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Hardware-as-a-Service
Read this article →Plus! The Muni Crisis, Worker Mobility, Supply Shocks
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Progyny: Fertility Inc.
Unlock Premium to read this post →Plus! “The Postmates Effect”; The Optimistic V/L Recovery; Tech Sees Like a State: Carbon; Back Doors' Back Doors; Privacy as a Property Right
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Content Moderation and Regulatory Capture
Unlock Premium to read this post →Plus! Martian Jurisdiction, Foxconn and the Henhouse, Data Insurgents, Apple’s Search Game Theory
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The Big Succession
Unlock Premium to read this post →Plus! Active Management’s Legal Risks; One-Hit Wonder; Long-Lived Institutions; 15-Year Plan; TikTok and Entertainment Shopping
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A Sputnik Moment Without an Apollo Program
Become a member to gain access →Plus! The Ad Shortage; Clicks and Mortar in Delivery; Belt and Road and Branding; More...
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Engineering a Conglomerate
Read this article →Plus! Pretty Bad Privacy; Exercising the Whistleblower Option; Who Owns Streamed Games; Rebooting Transit; Rationalists and Thymos; More...
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Kaspi.kz: How a Bank Turned Into a Country’s Financial Operating System
Unlock Premium to read this post →Plus! Covid and Imbalances; Intangibles; Unbundling NYC; How Could Quibi Have Won?; Semiconductor Chaos
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The WeWork Arc
Read this article →Plus! Amazon’s Third-Party Data; The Lucas Critique in Finance; Matching the Huawei Strategy; Froth; Demand and Logistics
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The Other Kind of Market Crash
Unlock Premium to read this post →Plus! Founder Alpha or Founder Beta; Google Moves Down the Funnel; Fraud; Detection Monoculture; Debt Forgiveness; More...
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On What Adds Up
Become a member to gain access →Plus! The Tip, Pork Panic, Facebook Politics, SPAC Competition, Subscriptions and Incentives