A Taxonomy of Drawdowns
Plus! Watercooler Shows; Smart Thermostats; Substitutes and Complements; Monetization; Apple Ads; Diff Jobs
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Moderna's Bets: Moonshots and Platforms
Read this article →Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
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SoFi’s Hedge
Unlock Premium to read this post →Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
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The Economics of Election Bets
Unlock Premium to read this post →Plus! Ant IPO Ain’t (For Now), The Cost of Automation,The NHS Bug, Spotify and the Rich/Famous Tradeoff, More...