Procter & Gamble, the Undisruptable
Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
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How Apple Can Own I/O to Own the Universe
Read this article →Plus! The Great Inflation; Two-Way API Businesses; Zoom and Cities; From ETrade to eToro; Hardware-as-a-Service
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The Value of Time Rounds to Either Zero or Infinity
Read this article →Plus! Limits to Hardware-as-a-Service; Shareholder Activism in Japan; Flipping (pt 1); Flipping (pt 2); Better Disclosure
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Compounder Graveyard: Coca-Cola's Capital Misallocation
Unlock Premium to read this post →Plus! Gramscian Bitcoin Update; Browser Extension Economics; Credit Problems; Brick and Mortar Revival; A Hardware-as-a-Service IPO
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The Technocrats' Recovery
Read this article →Plus! Big Tech Sees Like a State Update; Why Don't Car Subscriptions Work; Taylorism-as-a-Service; The Semiconductor Boom; R&D and the Genius Problem
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Who Benefits from Less Travel?
Unlock Premium to read this post →Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing
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Hardware-as-a-Service
Read this article →Plus! The Muni Crisis, Worker Mobility, Supply Shocks