The Road Not Taken: Stripe, Ant, PayTM & Defi
Plus! Facebook's Outsourcing Moderation; Amazon's Outsourced SEO; Scarce and Free Resources; Moderating Social (Pt. 3); Business Travel and Veblen; Intel's Semi-Hack
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Poshmark: The Low-Gini Nike
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An Investor's Framework for Thinking About Cybersecurity
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The Other Kind of Market Crash
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How the Pandemic is Fixing Some of the Real Estate Market’s Flaws
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The Gamer/Arbitrageur to Generalist Pipeline
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Opendoor Restructures Real Estate
Unlock Premium to read this post →Plus! Commoditization and Information Gaps; Apple’s Bundle; Google Meet and Vendor Shrinkage; Good Product vs Good Business; Onions and Precedents; more...
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Banking When You Can’t Bank on Anything: Part 2
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The Right Amount of Fraud
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Palantir: On Business, Cults, and Politics
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It's Hard to Make Money Shorting Worthless Stocks
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Inventing Postwar Europe
Read this article →Plus! Identity, Ultra-Long-Tail, YouTube and the Influencers, Putin, Externalities ,The German Enron