Permission for Social Mobility
Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
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Correlations go to One, in Good Ways and Bad
Read this article →Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
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Tech as a Keynesian Quasi-Boom Within a Keynesian Semi-Slump
Read this article →Plus! Celsius; The Uber Playbook; Price Discrimination and Amortization; Pricing Power; Sanctions; Diff Jobs
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How tax laws make the market downturn uniquely complicated for software engineers
Unlock Premium to read this post →Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
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In (Partial) Defense of Discounted Cash Flow Guesswork
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Optimal Fundraising in Times of Capital Scarcity
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Type-Safe Internal Communications
Unlock Premium to read this post →Plus! Still Growing; Drones;' Cheap Japan; Japan's Governance Problems in Microcosm; War and MMT Update
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Adverse Selection is the Second Most Powerful Force in the Universe
Unlock Premium to read this post →Plus! Metaverse; No New Normal for Supply Chains; The Top-Heavy Market; "Uninvestable"
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It's Hard to Know Brokers' Long-Term Economics, But Easy to Guess Badly
Unlock Premium to read this post →Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale
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Can Datadog Dodge the Growth Slowdown?
Unlock Premium to read this post →Plus! Indexing; High-Yield Spreads; Search, Pt. 1; Search, Pt. 2; Distribution
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The Memo and the Multiples
Unlock Premium to read this post →Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions