Samsara: The Internet of (Expensive) Things (With Wheels)
Plus! Scaling Streaming; Auctions and Customer Acquisition; Meta's Missing Attrition; Facebook and Radicalization; When Multi-Cloud Doesn't Work
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Adding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Unlock Premium to read this post →Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
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Twilio’s Second Act
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Definite Optimism and the M&A Metagame
Unlock Premium to read this post →Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law
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AWS. Scale.AI. Lego.
Unlock Premium to read this post →Plus! Shale; Specialized Fintech; Cherry-Picking; Vegas; Overdrafts
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Stripe and Solid-State Economics
Read this article →Plus! Hulu's Regulatory Arbitrage; Post-Archegos; Patents; Emissions: a Global Problem
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How Apple Can Own I/O to Own the Universe
Read this article →Plus! The Great Inflation; Two-Way API Businesses; Zoom and Cities; From ETrade to eToro; Hardware-as-a-Service
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The Road Not Taken: Stripe, Ant, PayTM & Defi
Read this article →Plus! Facebook's Outsourcing Moderation; Amazon's Outsourced SEO; Scarce and Free Resources; Moderating Social (Pt. 3); Business Travel and Veblen; Intel's Semi-Hack