Crypto as an Overheated Emerging Market
Plus! Rolling Blackouts, Floating Power Plants; Scalable Review Fraud; The Risk of Writing Options; Socially Responsible Hackers
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Since Covid, has the Worst-Case Scenario Gotten Better or Worse?
Become a member to gain access →Plus! Why TSM Won; The Security Downside to Solid-State Economics; Work-From-Home Tradeoffs; Covid Baby Bust/Boom; Named Philosophies
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Stripe and Solid-State Economics
Read this article →Plus! Hulu's Regulatory Arbitrage; Post-Archegos; Patents; Emissions: a Global Problem
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Where Payments Fit Into Super Apps
Unlock Premium to read this post →Plus! The Great Stagnation in Defense; 33-Bit Ads; Fixing the Value Factor; Miami Shift; More Amazon Roll-Ups
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Are Payment Networks Protocols, Public Goods, Co-ops, or Companies?
Unlock Premium to read this post →Plus! Ghost Kitchen Challenges; Ending Just-in-Time; Carbon; The Cost of a Breach; Universal Margin Improvement
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SVB: Bank of Convexity
Become a member to gain access →Plus! Apple M&A; Countering Patent Trolls; Payments and Network Effects; Fraud Ingredients; RIP 30%?
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Longreads + Open Thread
Become a member to gain access →Platforms, Bin Laden, Ransomware, Epic, Germany
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The 2x2 Inflation Debate
Read this article →Plus! Valuementum; Quants and Lumber; Cheap Hacks; Tax Adjustment
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Who Amazon Grows With
Unlock Premium to read this post →Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models
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Japan: Stock Picker's Paradise
Unlock Premium to read this post →Plus! Otis Elevators: It's Time to Rebuild; Ride-Sharing: Labor Arbitrage, Not Bootstrapping; The Next Nanometers; Google Bundles; Surge Fees
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What Happened to the Outsourcing Threat?
Become a member to gain access →Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting
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Longreads + Open Thread
Become a member to gain access →Cloud Kitchens, Encana, DEC, Websites, Irish Banks,