Criteo: How Low Can a Take Rate Go?
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Volatility-Shifting and Volatility Destruction
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Taking Strategy Seriously
Read this article →Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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The Controlled Demolition of China Evergrande
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Weber and Traeger: From Selling Durables to Selling Durably
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Making Bundling an Auto-Antonym
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Robinhood's Challenge
Read this article →Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
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Affirm, Returnly, and Balance Sheet Micromanagement
Unlock Premium to read this post →Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
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DiDi: Ridesharing on Day One
Unlock Premium to read this post →Plus! Identity; Deescalation; Inflation is Everywhere but the Bond Market Statistics; Privatization in South Africa; Protectionism
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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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Cloudflare's Intelligent Design
Read this article →Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
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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?