Longreads + Open Thread
AI, Banks, Pakistan's Near-Unicorn, Market Share, Churn, PE, A&P
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HelloFresh: Mealkits Can Work After All
Read this article →Plus! PR Campaigns for Ads; Underperformance; Monetizing Dead Mileage; Movies and Dynamic Pricing; Peloton and Inventory Management
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Keeping Options Open: The Equity Compensation Story
Read this article →Plus! Prime Elasticity; Labor Arbitrage; Location Arbitrage; Legal Accessibility
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Building Parallel Financial Systems
Read this article →Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
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Understanding Squarespace
Unlock Premium to read this post →Plus! Banks and More; More Space Supply Chains; Copy, Paste & Co.; Enterprise Audio; Omnichannel Guac
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Homesteading Mental Models
Sign up for free to gain access →Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
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DoNotPay: The API for IRL
Sign up for free to gain access →Plus! The Index; Twitter: Subscale; Chaos Engineering; Space Law; The Login Layer
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Meta Performance Indicators
Sign up for free to gain access →Plus! Supply Chains, SMIC, Second Wave, Vacation Home Homes, Mission Focus, More...