2U, Education, and Lead Generation
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
Plus! Coal and Spinoffs; Build-Your-Own-Amazon; Oil; Two Risks, One Risk Premium; Snap
Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
Plus! Boom Times; The Upside of Splitting Up; Attack Surfaces; Understanding Hiring Freezes; Short Sellers
Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
Plus! Credit Spreads; LNG and Climate; Insurance and Intermediation; The Ruble; Commutes
Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha