Is CEO Skill Nonexistent, or Perfectly-Priced?
Plus! Tech and Coronavirus, DTC, UK R&D again, Platform Peril!
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High Modernist Investors and Postmodern Investors
Unlock Premium to read this post →Plus! Which airline recovers first, spyware lite, IRL social clubs, Alpha -> Beta, and more...
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African infrastructure: The long, long game
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Against Compromise Through Presumed Incompetence
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What You Missed This Week
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Minsky Moments in Supply Chains
Read this article →Plus! The Pension Not-Even-a-Bailout; RIP Good Times, Redux?; Looking at Scale, Backwards; and more...
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Coronavirus: Second-Order Effects
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The Many Near-Deaths of Facebook
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SelectQuote: The Platonic Ideal of the Marketing-to-Sales Middleman
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Every Platform Business Looks Like Local Politics
Read this article →Plus! IPO as coming-of-middle-age, FB’s epidemiology edge, noise in the credit card data, Big Tech’s partisan alignment, and more...
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The Residential Real Estate Market is Basically Fine, For a Bad Reason
Read this article →Plus! Anarchists, platform politics, gaming the FTC
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Jam: Is Password-Sharing the Future of Marketing or the Last Gasp of Piracy?
Read this article →Plus! The Apple Tax, outsourcing, housing elasticity, what General Magic was missing, Iger, typos