Learning from Overdetermined Failure
Plus! Diff Jobs; Blackstone Buys the Dip; Growing an Ecosystem; Shortages are Demand-Side, Not Supply-Side (Again); Pricing out Values
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
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The NYT: Dead Trees and Disruption
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Liberty Braves Group: Betting With the House
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What Happened to all the Diamonds in the Rough?
Read this article →Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
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A Global Business Doesn't Mean Winners Around the Globe
Unlock Premium to read this post →Plus! The Other Amazon Tax; The Chip Cycle; Real Estate Transitions; Security and Liability; Launch Cadence and Reputational Risk
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Fanatics Inc.: The Spoiler
Unlock Premium to read this post →Plus! Cities and Duration; Disney's Semi-Renegotiation (and the Delta Variant); Car/Chip Convergence; Which Apps Win from a Lower Apple Tax?; Evergrande Continues
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TikTok as the Breeder Reactor of Content
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Are Payment Networks Protocols, Public Goods, Co-ops, or Companies?
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Three Bull Cases for Starlink
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Fin Du Tech: Trading Liquidity Risk for Model Risk
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Sharing and Owning Standards
Read this article →Plus! Institutional Bitcoin; Negative Prices; Facial Recognition; Recursive Product Development; Every Tech Company Becomes a Bank; Robinhood, Underwriter?