The V/L Recovery: Small Business & Municipalities
Plus! Adpocalypse... ever? Games Workshop, Instagram, Anti-Amazon, Facebook's Reverse Boardroom Coup
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The V/L Recovery: Cloud Computing
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V-Shaped Recovery for Me, L-Shaped Recovery for Thee
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How Airlines Explain the Economy
Read this article →Plus! FAQs, Decentralization Downsides, Adpocalypse, Accidental Industrial Policy, and more…
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Adpocalypse When?
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The Alternative Data Primer, Part 2: Buyers, Sellers, Conflict
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The Alternative Data Primer, Pt. 1
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Games Workshop: In The Grim Dark Future, There Is Only High Incremental Operating Margin
Become a member to gain access →Plus! Winners, Losers, Liquidity-Seekers; Colleges; Time To Build; Pension Bailouts, (Almost) Every Tech Company Becomes a Bank, more...
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Sparta, LARPs, Ivies
Read this article →Plus! YC Undoes Something That Doesn't Scale, Why There Aren't Enough Masks, Out-Aggregating Amazon, and more...
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Korea's Samsung or Samsung's Korea?
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Whistleblower Rewards: A Paper Trail Tax and a Fraud Subsidy
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The Minimum Viable Multinational Media Conglomerate
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