CAC Moats and CAC Spirals
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
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Crypto, DAOs and Economic IP Protection
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Amazonifying the Un-Amazonable
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Are Payment Networks Protocols, Public Goods, Co-ops, or Companies?
Unlock Premium to read this post →Plus! Ghost Kitchen Challenges; Ending Just-in-Time; Carbon; The Cost of a Breach; Universal Margin Improvement