Advertising and Strategic Consulting as the Asymptotes of Service Businesses
Plus! Meta Antecedents; International Tech Nationalism; Chokepoints; Recruiting; Unrealized Alternatives
←
Back to all posts
-
Unlock Premium to read this post →
-
De-Globalizing Luxury
Unlock Premium to read this post →Plus! Rumor Becomes Fact; Egress; Net Present Value; Chilling Effects as a Policy Tool
-
Central Banks Monetize Land
Unlock Premium to read this post →Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
-
Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
Read this article →Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
-
The Great Depression in a Major Key
Unlock Premium to read this post →Plus! Egress; Last-Foot Delivery; Shadow Banking; Great Quarter; Reducing the Variance in China Tech
-
Artificial Urgency as a Forcing Function
Unlock Premium to read this post →Plus! Frontend Omnichannel, Backend Specialization; Another Business Mafia; Cloud Computing: Cheap Because it's Expensive; Apple's Leads; Black Starts; Smart Lamps
-
AT&T as Ancient Big Tech
Unlock Premium to read this post →Plus! Developers, Developers, Developers; Viral Science; "The Cloud is just some other country's computer"; Stock Radio; Video, In-Person, and Deal Cadence; Credit; Working Capital
-
Margins and the Stealth-Tech Strategy
Unlock Premium to read this post →Plus! Auction Economics; No Supply Boom in Lumber (Yet?); Apple and China; Doing VC as a Complement to Getting VC
-
Are Payment Networks Protocols, Public Goods, Co-ops, or Companies?
Unlock Premium to read this post →Plus! Ghost Kitchen Challenges; Ending Just-in-Time; Carbon; The Cost of a Breach; Universal Margin Improvement
-
Electrocloud!
Read this article →Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
-
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
-
DigitalOcean's Information Arbitrage
Unlock Premium to read this post →Plus! Guidance; Auctioning Unicorn Status; 2021's Shortages; Greensill Pre-Mortem; Hybrid Office