The Network Before the Internet
Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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Worth It For the Right Owner
Unlock Premium to read this post →Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
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Meme Stocks for the 0.01%
Unlock Premium to read this post →Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
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Daloopa: Data-to-Information Accelerant
Read this article →Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
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Adding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Unlock Premium to read this post →Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
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Oyo: the the Risk-Stays-on-the-Books Model
Unlock Premium to read this post →Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
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Criteo: How Low Can a Take Rate Go?
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AWS. Scale.AI. Lego.
Unlock Premium to read this post →Plus! Shale; Specialized Fintech; Cherry-Picking; Vegas; Overdrafts
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Building Parallel Financial Systems
Read this article →Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
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Why A "Commodity Supercycle" is Unlikely
Unlock Premium to read this post →Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
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Winner-Take-Some Platforms
Unlock Premium to read this post →Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
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Why Duopolies?
Unlock Premium to read this post →Plus! The City Network Effect Unwind; Hardware-as-a-Service; Facebook Feedback; 1-to-N Moonshots; Election