SimilarWeb and the Business of Leasing Data
Plus! Facebook and Audio; Security Updates; Bad Bank; Inflation; Inflation (pt. 2)
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Truncating the Tails
Become a member to gain access →Plus! Wordpress, Google and the Standards Struggle; SolarWinds, In Depth; Bitcoin Minus Carbon; Face Value; News That's Fit to Click
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Longreads + Open Thread
Become a member to gain access →Wealth, Speech, Taiwan, Legitimacy, Charter Cities, Licklider
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Cloudflare's Intelligent Design
Read this article →Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
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Learning a Little from Ponzi Schemes
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Accidental Banks Are Worth More Than Intentional Ones
Unlock Premium to read this post →Plus! Tapping SPAC Brakes; Trust-Busting and Variance; Limits to Asset Class Stickiness; The Bullwhip Effect Arrives
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Aramco the State Capacity Bankroll
Become a member to gain access →Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
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Longreads + Open Thread
Become a member to gain access →Geezer Teasers, Intel, Vaccines, Message Board Theorists, Roblox Correspondents, Projects
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Decoupling, Digital Currency, and the Consumer of Last Resort
Read this article →Plus! A SPAC Modest Proposal; Scraping for Profit; Post-Cookie; Best Buy Bundle; Debt is Here; The Short-Selling Cycle
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Air Taxis: Commuting in Three Dimensions
Unlock Premium to read this post →Plus! The Advice Bundle; The Apple Platform; SPACs: Fast, But Fast Enough?; Loyalty and Purchase Frequency; Labs Over Fabs?
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The "Write Once, Run Anywhere" Growth Model
Unlock Premium to read this post →Plus! Revealing the Cyber Risk Long Tail; White-Hat Extension Monetization; Techno-Nationalism; Long-Tail Limits; Existential Risk is Less Existential Lately; Cap Structure Arbitrage Arbitrage
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Inevitable Omnichannel, Impossible Omnimedia
Become a member to gain access →Plus! Capital and Competition; Alternative Data; Definite and Indefinite Optimism in Economics; The Warring 2020s?; Cybersecurity: Always Worse Than It Looks