Solo Instinct to Dueling Narratives
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The Apple/Google Search Relationship as an Economic Template
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Two Privacy Stacks
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Cricut and Hardware Economics
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Four Refoundings
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Patent Platforms
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What's Happening in Logistics
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Beyond GAAP, Or Not
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DoNotPay: The API for IRL
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Winner-Take-Some Platforms
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E-Commerce, Advertising and Perfect Price Discrimination
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Understanding Affirm
Unlock Premium to read this post →Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split