Delivery Apps as a Force for Global Income Redistribution
Plus! AI: An Ad Product; Recurring Revenue; Earshare; Liability; Democratizing Credit
Plus! AI: An Ad Product; Recurring Revenue; Earshare; Liability; Democratizing Credit
Plus! AI and Property Rights; Ad Load; Strategy Drift; The Round; Taking Growth Seriously
Plus! Meta-Moderation; Governance; M&A Speculation; Second-Order Effects; Self-Regulation
Plus! Growth; AI Deployment; S-Curves and TV; Increasing the Asymptote; China
Foresight, Meta, Money Laundering, UK, Lego, Treasury Bonds, Cult Stocks, Fake Money
Plus! There Are Dozens of Us; Selective Disclosure; Video Ads; Options; Attrition
Plus! The Varieties of Paywalls; Uber the Platform; Incentive Alignment; Inline AI; Factor Timing
Plus! The Amazon Model, Redux; More on Moderation; Bug Bounties; AI Skeptics; Industry Structure
Plus! Moderation; ex-SBC; Platform Risk; Strategic Resources; Meta and AI
Shopify, Spam, Fintech, Oil, China, Revenue, Degrowth, Books
Plus! Press Releases; Outsourcing at the Edge; The Amazon Model; Covenant-Light; The Energy Transition in Reverse
Plus! Vendor Financing; Spinoffs; IDing AI; The Fund; Equity Culture