Longreads + Open Thread
Construction, Scaling, Privacy, Post-Theranos, DCF Roomba
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A Normal Country?
Read this article →Plus! Negative-Marginal-Cost Billboards; Spillovers; Piecemeal Privatization; Financial Protectionism
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Made in USA 2025?
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TikTok as the Breeder Reactor of Content
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Alibaba and State-Owned Enterprises
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Longreads + Open Thread
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Prediction Markets and Worse is Better
Read this article →Plus! De-Dollarization on Paper; The Amazon Bundle; The Extension Market; Zombie Airlines; Supersonic; Fractal Fraud
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Amazonifying the Un-Amazonable
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Artificial Urgency as a Forcing Function
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Longreads + Open Thread
Become a member to gain access →Email, Kipping, YOLO, Variance, WASPs, China,
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Paradox Interactive, The Little Big Media Conglomerate
Read this article →Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
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AT&T as Ancient Big Tech
Unlock Premium to read this post →Plus! Developers, Developers, Developers; Viral Science; "The Cloud is just some other country's computer"; Stock Radio; Video, In-Person, and Deal Cadence; Credit; Working Capital