Air Taxis: Commuting in Three Dimensions
Plus! The Advice Bundle; The Apple Platform; SPACs: Fast, But Fast Enough?; Loyalty and Purchase Frequency; Labs Over Fabs?
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Consumer Credit and the Strange Recovery
Unlock Premium to read this post →Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
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Bubbles and Easy Money: Quality, Not Quantity
Unlock Premium to read this post →Plus! Gamestop Loss; Gramscian Bitcoin; 2 & 20 Media; Funnel Capture; Airline Loyalty Programs as a DTC Brand; Palantir, From The Inside
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An Investor's Framework for Thinking About Cybersecurity
Unlock Premium to read this post →Plus! Relief; Credit Cards are for Credit; Credit Cards are for Credit; SPAC Shorts
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Beyond GAAP, Or Not
Unlock Premium to read this post →Plus! Institutional Bitcoin; Credit, Trust, and Card-Counting; What Democracy Looks Like; Valuable Discoveries; Shopify and Management by Metaphor; From Full-Stack to Software
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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?
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Understanding Affirm
Unlock Premium to read this post →Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split
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Default Open, Default Closed
Unlock Premium to read this post →Plus! Covid and Airports, Covid and Loans, Movies, Real Estate, Bond Technicalities, LuluMirror
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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...