83 Million Subscale Landlords
Plus! Subscriber Call; Misappropriation; The Bullwhip Effect; Opex is Revenue, Recursively; Rev-Share Rent; Data
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Paradox Interactive, The Little Big Media Conglomerate
Read this article →Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
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The Baby Boomer Rollup Industry
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SoFi’s Hedge
Unlock Premium to read this post →Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
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Arbitraging “Dead Time”
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African infrastructure: The long, long game
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