AT&T as Ancient Big Tech
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
-
Unlock Premium to read this post →
-
Heuristic/Model Synthesis
Unlock Premium to read this post →Plus! Insourcing; Cheap Capital; Two-Sided Networks; On Commodities; Friction/Monetization Arbitrage
-
Two Big Tech Approaches to Capital Allocation
Become a member to gain access →Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
-
Longreads + Open Thread
Become a member to gain access →Politics, Upside, Construction, Regulation, Stripe, Amazon
-
The Economics of Pseudonymity
Read this article →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
-
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
-
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
-
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
-
Building Parallel Financial Systems
Read this article →Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
-
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
-
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
-
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