Palantir: On Business, Cults, and Politics
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Asana: Ontology-as-a-Service
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The Vindication of Discounted Cash Flow Models
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Amazon: A New Kind of Antitrust Risk
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Microsoft and Costly Diversification
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Facebook and Superlinear Risk Scaling
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Alphabet and Things That Don’t Scale
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Netflix: Product vs. Feature Competition
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Newsletters and New Media Economics
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Every Investor is a Market Maker
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The Big Rich and the Transience of Risk-Driven Wealth
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Malls: Competitors and Complements
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