HashiCorp: The Markup on Free
Plus! Crypto as Equity Comp; Internal Prediction Markets; Space Tourism Competition; Influencer Crackdown
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Blimps, Bots, and the Future of Cargo
Read this article →Plus! Bitcoin's Long March: Pensions; Last Mile; Google's Laffer-Style Tax Cut; Sales
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NerdWallet: From Built on Microsoft to Built on Google
Unlock Premium to read this post →Plus! Big Tech Sees Like a State: Facebook and the Forests; Housing Liquidity; Information Overload; Getting Money Out of China
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The Music Industry: A History of Success Consisting of Five Consecutive Failures
Unlock Premium to read this post →Plus! Platform Tax Cuts; Deep Search; Multimedia; Cross-Agency Cooperation; Is High Corporate Debt a Systemic Risk?
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Criteo: How Low Can a Take Rate Go?
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Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
Read this article →Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
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Made in USA 2025?
Unlock Premium to read this post →Plus! Proper Social Media Deportment; Semi-Open; Responsive Spying; Open Auctions; Sanctions Inversion
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Two Big Tech Approaches to Capital Allocation
Unlock Premium to read this post →Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
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Who Amazon Grows With
Unlock Premium to read this post →Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models
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Japan: Stock Picker's Paradise
Unlock Premium to read this post →Plus! Otis Elevators: It's Time to Rebuild; Ride-Sharing: Labor Arbitrage, Not Bootstrapping; The Next Nanometers; Google Bundles; Surge Fees
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SimilarWeb and the Business of Leasing Data
Unlock Premium to read this post →Plus! Facebook and Audio; Security Updates; Bad Bank; Inflation; Inflation (pt. 2)
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Truncating the Tails
Unlock Premium to read this post →Plus! Wordpress, Google and the Standards Struggle; SolarWinds, In Depth; Bitcoin Minus Carbon; Face Value; News That's Fit to Click