The "Kids These Days" Model of User Retention
Plus! Tax Traps and Heterogeneous Preferences; Software Eats Lines; Number Cruncher Indigestion; Edge; The Other Last Mile
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DocuSign: Why Is Filling Out Forms Worth $30bn?
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Can We Afford the Ownership Economy?
Become a member to gain access →Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
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Daloopa: Data-to-Information Accelerant
Read this article →Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
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HashiCorp: The Markup on Free
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Crypto, DAOs and Economic IP Protection
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Longreads + Open Thread
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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
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Constellation: Scaling by Staying Small
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Roper: Capital Allocation by Formula
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Danaher has a System
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Longreads + Open Thread
Become a member to gain access →Replit, The Wall, Supply Chains, Effort, Crypto and Hedge Funds, The 60s, Conglomerates