Identity and the Login: Who Owns "Who's That?"
Plus! Facebook Apologetics; Food Delivery and Unit Economics; More Air Taxis; Business and China
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The Other Box
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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
Become a member to gain access →.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
Become a member to gain access →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
Become a member to gain access →China, Chips, ByteDance Philosophy, Hacks, Payments
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Modern Financial History Begins in 1998
Read this article →Plus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
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Quantitative Easing as an Effect of Weirdness, not a Cause
Unlock Premium to read this post →Plus! Many More Ad Bugs; Apparel and Pandemic Shifts; Disinformation Campaigns: Variance, Not Picking Sides; Software is Eating Receipts; IPO Cleanup