The Music Industry: A History of Success Consisting of Five Consecutive Failures
Plus! Platform Tax Cuts; Deep Search; Multimedia; Cross-Agency Cooperation; Is High Corporate Debt a Systemic Risk?
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Longreads + Open Thread
Read this article →Protein & Wheat Diplomacy, Org Charts, Death, Algorithms, Machiavelli, Strauss
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Identity and the Login: Who Owns "Who's That?"
Read this article →Plus! Facebook Apologetics; Food Delivery and Unit Economics; More Air Taxis; Business and China
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The Other Box
Unlock Premium to read this post →Plus! Revenue and Recognition; Evergrande Continues; Pensions Get Saner; NFTs: Fundable; The "Forever CEO"
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Gitlab: Remote-First, First
Unlock Premium to read this post →Plus! Gas; Everything Turns Into Ads...; ...Or Attach Rates; Globalizing the China App Model; AI Safety in China
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Criteo: How Low Can a Take Rate Go?
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Longreads + Open Thread
Read this article →.400 Investors, Klein and Cowen, Cashmere, Rock, mRNA
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Yandex: Google Through the Looking Glass
Read this article →Plus! Shifting the Curve; Where Housing Demand Comes From; Throughput; Lobbying; Customer Service-as-a-Service
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SenseTime: Building the China Tech Stack
Unlock Premium to read this post →Plus! Networks of Networks; Inefficiencies; More Privacy; Measurement Error; Textbook Piracy
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Platforms, Taxes, and the 3D Laffer Curve
Unlock Premium to read this post →Plus! Intuit/Mailchimp; Litecoin/Walmart; Rezoning App Real Estate; Distribution; Channel Shifts
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Fanatics Inc.: The Spoiler
Unlock Premium to read this post →Plus! Cities and Duration; Disney's Semi-Renegotiation (and the Delta Variant); Car/Chip Convergence; Which Apps Win from a Lower Apple Tax?; Evergrande Continues
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Longreads + Open Thread
Read this article →China, Chips, ByteDance Philosophy, Hacks, Payments