iBuying is as Hard as it Looks
Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists
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New Kinds of Funding Mean New Kinds of Managing
Unlock Premium to read this post →Plus! No Parachute; Inequality; Peak Supply Chain Disruption?; Team-Based Hybrid Offices
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Volatility-Shifting and Volatility Destruction
Unlock Premium to read this post →Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
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TikTok as the Breeder Reactor of Content
Unlock Premium to read this post →Plus! Security First; Working Capital; FaceTime, Semi-Social Network; Greenspinning; Global Taxes
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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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Truncating the Tails
Unlock Premium to read this post →Plus! Wordpress, Google and the Standards Struggle; SolarWinds, In Depth; Bitcoin Minus Carbon; Face Value; News That's Fit to Click
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The Economics of Election Bets
Unlock Premium to read this post →Plus! Ant IPO Ain’t (For Now), The Cost of Automation,The NHS Bug, Spotify and the Rich/Famous Tradeoff, More...
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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...
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Vroom: S-1s and S-Curves
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Cropped tweets show why Instagram is winning
Unlock Premium to read this post →Plus! Airbnb supply, Covid-19 genes, Streaming, Silicon Slopes, Platform Paradox