BuzzFeed and the Platform Squeeze
Plus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs
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Blimps, Bots, and the Future of Cargo
Read this article →Plus! Bitcoin's Long March: Pensions; Last Mile; Google's Laffer-Style Tax Cut; Sales
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The Business of Micro Rental
Unlock Premium to read this post →Plus! Every Business Turns Into an Ad Business; Financial Decoupling; Still Room to Scale; Pay-for-Inclusion; Amazon and Costco; Bitcoin: Made in America
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Facebook and the Dogfood Problem
Unlock Premium to read this post →Plus! Currency; Market Pricing; Substitution; Bitcoin's Long March: Tax Edition; First-Party Data
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Connected TV Advertising and the 360° Turnaround
Unlock Premium to read this post →Plus! Local Shortages Globalize Markets; Junk Bonds as a CRM Business; Ad Attribution; Facebook's Pause; What Bitcoin Miners Sell
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Email Underload
Unlock Premium to read this post →Plus! Bitcrash; Amazon Ads Matures; Securitized Everything; Why the Colonial Hackers got Paid; Expensive Carbon; Alternative Platforms
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Truncating the Tails
Sign up for free 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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Two Privacy Stacks
Unlock Premium to read this post →Plus! The Next Hack; Cloud and Open Source; New Social Graphs; Fintech Companies with Planes; Bitcoin and Renewables
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What Happened in Texas
Sign up for free to gain access →Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
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Oscar: Upstart Economics, Incumbent Risks
Unlock Premium to read this post →Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
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A Strange Cycle for Cyclical Stocks
Sign up for free to gain access →Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
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Four Refoundings
Sign up for free to gain access →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?