Understanding Coinbase
Plus! Security; Different Abstractions; Facebook Futurism; SPAC Apathy
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Two Privacy Stacks
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DigitalOcean's Information Arbitrage
Become a member to gain access →Plus! Guidance; Auctioning Unicorn Status; 2021's Shortages; Greensill Pre-Mortem; Hybrid Office
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Longreads + Open Thread
Become a member to gain access →Coca-Cola, Citi, Realignment, Vaccines, LIDAR
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Starting in 10 Minutes - Diff Q&A on Compounders
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When IBM Was The Center of Gravity
Read this article →Plus! Price Signals; Texas Energy's Banking Crisis; Greensill's Arbitrage(s); Which Long Run?; The Supply-Side/Demand-Side Seesaw
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Compounder Graveyard: Valeant’s Effort
Unlock Premium to read this post →Plus! Decarbonization; Streaming in India; Vegas; Copycat Economics; The Disney Platform
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Compounder Graveyard: Coca-Cola's Capital Misallocation
Unlock Premium to read this post →Plus! Gramscian Bitcoin Update; Browser Extension Economics; Credit Problems; Brick and Mortar Revival; A Hardware-as-a-Service IPO
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GE: Surfeit of Synergy
Become a member to gain access →Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class
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Longreads + Open Thread
Become a member to gain access →Nuclear, TikTok, Science, Berkowitz, Housing
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What Happened in Texas
Read this article →Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
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Disney's Pivot
Unlock Premium to read this post →Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement