Weekend Longreads + Open Thread
Dimon, Instagram, Postwar, Value, Slack, Microsoft
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The Bloomberg Terminal Shows How to Create Virtual Economic Cluster
Read this article →Plus! Big Tech M&A, European Vacations, Reverse Hong Kong, Microsoft-on-Microsoft Disruption, and more...
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The Instagram Way
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Vroom: S-1s and S-Curves
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On Perpetuities
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Weekend Longreads + Open Thread
Become a member to gain access →Scenius, Cloud Gaming, Amazon's S-1, Cowen/Romer, Institutional Failure, and more...
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What's Next for The Diff
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You Learn From Good Businesses and Bad Trades
Read this article →Plus! ByteDance, Clubhouse, China, Italy, Cloud, Facebook, more...
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Why Does "Commoditize the Complement" Work?
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Carta: Bringing Tech Companies Back to the Futuristic 1990s
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Dropbox, Information Asymmetry, and Smart Money
Unlock Premium to read this post →Plus! Reopening Sticks & Carrots; Walmart as a Fast-Follower; Zuckerberg on Covid-19—Early; and more...
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Bretton Woods Revisited
Become a member to gain access →Plus! Giphy, Africa, China & Chips, Italy & Tourism, Good Bubbles