Batteries, Interfaces, and the Car Industry's Continuous Future
Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)
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Daloopa: Data-to-Information Accelerant
Read this article →Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
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Crypto, DAOs and Economic IP Protection
Unlock Premium to read this post →Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
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The Aircraft Leasing Business: Iron Condors, Asset Leashes, Travel Index Funds
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Peloton Doesn't Pattern-Match
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Softbank's Dreams and Downside Protection
Unlock Premium to read this post →Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
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Are Persistently Low Rates Caused By... Persistently Low Rates?
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What's a Ponzi Scheme? What Isn't?
Read this article →Plus! Meta; ROE and CAPM; Expensive Cheap Energy
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Ports and Trans-Pacific Flights are to Fiscal Policy as Swap Lines are to Monetary Policy
Unlock Premium to read this post →Plus! Facebook; Building the Fame Bundle; The Rollups Continue; The EV Buildout
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What Do You Do With a Variant View?
Unlock Premium to read this post →Plus! Liquid Assets; Carbon and Gresham's Law; Fleets; Crypto and the Banks; Optimizing for Less Engagement
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FedEx: Two Bets on Network Effects
Read this article →Plus! Aging Into Owning the Metaverse; Fake Reviews; Ads and Addicts; Coal; Diff Jobs
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Identity and the Login: Who Owns "Who's That?"
Read this article →Plus! Facebook Apologetics; Food Delivery and Unit Economics; More Air Taxis; Business and China