Samsara: The Internet of (Expensive) Things (With Wheels)
Plus! Scaling Streaming; Auctions and Customer Acquisition; Meta's Missing Attrition; Facebook and Radicalization; When Multi-Cloud Doesn't Work
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Longreads + Open Thread
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Defensive Monopolies
Read this article →Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
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Softbank's Dreams and Downside Protection
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Splitting Up
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On Jargon
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The Coming Carbon Short-Squeeze
Read this article →Plus! The Streaming Race; Captive Banks; Construction Credit; Illiquidity Doesn't Always Pay; Instacart Shifts Further Towards Ads
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Why Coolness-Aggregating Platforms Have Limited Pricing Power
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Are Persistently Low Rates Caused By... Persistently Low Rates?
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Buybacks and the Complexity Discount Premium
Become a member to gain access →Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
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Longreads + Open Thread
Become a member to gain access →Reading, Crypto Cities, Tobacco, Robots, Bubbles, Bernanke
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The Promise and Paradox of Decentralization
Read this article →Plus! Valuation Arbitrage; Labor Liquidity; Pricing Power; Diff Jobs