The Economics of Pseudonymity
Plus! Fungible Energy Jobs; Robinhood's Other IPO News; Financial Engineering in Home Improvement; The Case for Steeply Progressive Ad Taxes; Like OPEC In a Good Way
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Email Underload
Unlock Premium to read this post →Plus! Bitcrash; Amazon Ads Matures; Securitized Everything; Why the Colonial Hackers got Paid; Expensive Carbon; Alternative Platforms
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Margins and the Stealth-Tech Strategy
Unlock Premium to read this post →Plus! Auction Economics; No Supply Boom in Lumber (Yet?); Apple and China; Doing VC as a Complement to Getting VC
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The Old Economics & Geopolitics of the New Struggle Over Chips
Become a member to gain access →Plus! Hacks and Liability; Monopoly Triangulation; Medium Tech Sees Like a State; Transient Inflation; Stranded Gas Assets
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Building Parallel Financial Systems
Read this article →Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
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Trapped by the Wrong Inflation Stories
Unlock Premium to read this post →Plus! Amazon's Triumph of Investor Relations; The Scaling Problems Aren't Obvious; Money- and Time-Weighting; Coinbase Comp
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Crypto as an Overheated Emerging Market
Read this article →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%?