Longreads + Open Thread
Coase; Xi; Mr. Beast; AI; Monzo; Trader Joe
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The Other "MoviePass Economy"
Read this article →Plus! Economists; Regulatory Outsourcing; Come for the Network, Stay for the Tool; Oil; Covid and Social Mobility; Diff Jobs
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Defensive Monopolies
Read this article →Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
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Advertising and Strategic Consulting as the Asymptotes of Service Businesses
Unlock Premium to read this post →Plus! Meta Antecedents; International Tech Nationalism; Chokepoints; Recruiting; Unrealized Alternatives
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Your Life is (Almost) a Call Option
Read this article →Plus! Reactive Strategy; Working it Out; Standardizing the Metaverse; Probability; When Payments Work; Introducing Diff Jobs
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Connected TV Advertising and the 360° Turnaround
Unlock Premium to read this post →Plus! Local Shortages Globalize Markets; Junk Bonds as a CRM Business; Ad Attribution; Facebook's Pause; What Bitcoin Miners Sell
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Freshworks' Efficient Frontiers
Read this article →Plus! Ad Bugs; A Money Market Modest Proposal; Restructuring China Tech; Shrinking Shrinkage; Limits to Copying
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The Many Arbitrages of Forbes
Unlock Premium to read this post →Plus! Rogue Arm; Non-Dollar; The Apple Tax and Casual Games; Divvying Up Windfall Profits; Privacy Tradeoffs
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Insurgency Economics
Unlock Premium to read this post →Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
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Reshaping Competition
Unlock Premium to read this post →Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy
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Shifting the Curve: Why Climate Matters More
Read this article →Plus! Online-to-Offline; Consolidation; Unintended Consequences; Supply Chains as Banking Systems; International Software Nationalism
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A Normal Country?
Read this article →Plus! Negative-Marginal-Cost Billboards; Spillovers; Piecemeal Privatization; Financial Protectionism