Defensive Monopolies
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
←
Back to all posts
-
Read this article →
-
The Apple/Google Search Relationship as an Economic Template
Unlock Premium to read this post →Plus! Non-Fungible Tokens; Indie.VC; "Digital Decolonisation"; Tech Sees Like a State: Vaccination Edition; Where Amazon Earns
-
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?
-
Winner-Take-Some Platforms
Unlock Premium to read this post →Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
-
The Paycheck Protection Plan: Where Did The Money Go?
Unlock Premium to read this post →Plus! Nintendo, Github, Google, Software's Extended Phenotype, More...
-
Software, Full-Stack, and Sumo Startups
Read this article →Plus! Google Paying Publishers, Quant Crowding, Compare and Contrast, Stimulus for the Dead, Social Credit, more...
-
The Instagram Way
Unlock Premium to read this post →Plus! One Macro Bet, Jio, High-Frequency Indicators, Noisy Data, Theaters
-
Why Does "Commoditize the Complement" Work?
Unlock Premium to read this post →Plus! Masterclass, Europe, USD, RMB, V/L Recovery, Twitter, Oil Tax
-
Carta: Bringing Tech Companies Back to the Futuristic 1990s
Unlock Premium to read this post →Plus! Rogan -> Spotify, NYT 3P -> 1P, Conferences ,Theaters, Microsoft Build, Facebook Shops,
-
V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
Read this article →Plus! Amazon & Twitter Earnings, Bullwhips, Commoditizing the Complement, Remote Work, Apple Demographics, State Bailouts, Adpocalypse
-
The V/L Recovery: PE/VC Take a Leg Down, Then Up-and-to-the-Right
Unlock Premium to read this post →Plus! Earnings, Adpocalypse Updates, Cloud Updates, Loans, Supply Chains, Theater Mismatch, Commoditized Complements, More...
-
Whistleblower Rewards: A Paper Trail Tax and a Fraud Subsidy
Unlock Premium to read this post →Plus! Amazon Payouts, Fast Funding, Github and Commoditized Complements, Bank of Cisco