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Plus! Smart Carts and Network Effects; Money and Status; Free Put Options; Transaction Costs; Real Estate Restructuring
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Auctioning Information
Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March
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FinanceTegus and the Research Stack
Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants
FinanceAssuming Efficient Markets to Exploit Market Inefficiencies
Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
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Plus! A Preview, From China; Noisy Data; Platforms; Another Shortage; Hacking and Options
FinanceHow Amazon Does Strategy
Plus! Liquidity and Leverage; Crypto Bailouts; Baggage Tech; Splinternet by Other Means; Outsourcing, Latency, and Extra Clicks
TechWhat are Commodity Trading Firms For
Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
FinancePinterest's Twin Challenges
Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
TechNextEra Energy's Green Growth
Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
FinanceSnap: The Relentless Quest to Own the Interface
Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
TechMeme Stocks for the 0.01%
Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
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