HashiCorp: The Markup on Free
Plus! Crypto as Equity Comp; Internal Prediction Markets; Space Tourism Competition; Influencer Crackdown
-
Unlock Premium to read this post →
-
Crypto, DAOs and Economic IP Protection
Become a member to gain access →Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
-
Longreads + Open Thread
Become a member to gain access →Geothermal, Shein, Robotics, Dalio, IBM PC, Malone, Redstone, Conglomerates
-
The Liberty Complex: Cash Flow Today, Taxes Eventually
Read this article →Plus! Portal and Technology Prosthetics; Browsers as a Shopping Tool; BNPL Rules; John Kelly and YOLO Stocks; News Post-Trump
-
Constellation: Scaling by Staying Small
Unlock Premium to read this post →Plus! Targeted Ads; The SPAC Spin Strategy; IA, RIP; Not a Universal Online Media Bear Market; Movies and Covid
-
Roper: Capital Allocation by Formula
Unlock Premium to read this post →Plus! Time Tax; IP; Vaccine Mandates; Tech Unions; Media Consolidation
-
Danaher has a System
Become a member to gain access →Plus! Short Sellers; DeFi Durability; Untact; Buybacks; Real Estate Repurposing
-
Longreads + Open Thread
Become a member to gain access →Replit, The Wall, Supply Chains, Effort, Crypto and Hedge Funds, The 60s, Conglomerates
-
Drone Delivery: Accelerating to Inevitable
Read this article →Plus! Media/Software Synthesis; The Working Capital Accelerant; Klarna Fills in the Gaps; Younger SPAC Targets; Consumer-Facing DeFi
-
Shimano: What a Stable Durables Business Looks Like
Unlock Premium to read this post →Plus! More Apple Tax Evasion; TradFi, DeFi, and Competitive Moats; Single Points of Failure; A Less Independent Central Bank; Vaccine Mandates
-
The NYT: Dead Trees and Disruption
Unlock Premium to read this post →Plus! Taking Away KPIs; Gigs and Utilization; Banker Pay; What's Still Happening in Logistics; Cars and Software
-
Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction
Become a member to gain access →Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!