Plaid: Data Layer to Payments Layer?
Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
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Loews: A Metonym for the Value Factor
Unlock Premium to read this post →Plus! Decentralization; The S in ESG; The Residual Claimant; Japan's Delayed Recovery; Getting Away from Gas
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VC and the Systematic Search for Outliers
Read this article →Plus! The Paradox of Decentralization and NFTs; Pigouvian Benefits Update; Two Kinds of Growth; Accidental Shortages; LNGeopolitics, Continued
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The Promise and Paradox of Decentralization
Read this article →Plus! Valuation Arbitrage; Labor Liquidity; Pricing Power; Diff Jobs
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Malls: Competitors and Complements
Unlock Premium to read this post →Plus! Coworking: The Narrow Bet, Decentralization and Social Capital, Microstrategy Macro, more...