In (Partial) Defense of Discounted Cash Flow Guesswork
Plus! Centralized Liquidity; Tighter Integration; Folk Wisdom; New Old Normal; Copilot and Pricing
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Identity and the Login: Who Owns "Who's That?"
Read this article →Plus! Facebook Apologetics; Food Delivery and Unit Economics; More Air Taxis; Business and China
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Insurgency Economics
Unlock Premium to read this post →Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
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The Superhuman Formula
Unlock Premium to read this post →Plus! Identity; Extending Logistics; Strategy Decay; Instacart and Ads; Burning Abstractions
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Making Bundling an Auto-Antonym
Unlock Premium to read this post →Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
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DiDi: Ridesharing on Day One
Unlock Premium to read this post →Plus! Identity; Deescalation; Inflation is Everywhere but the Bond Market Statistics; Privatization in South Africa; Protectionism
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Clear Secure: A Different Kind of Identity Company
Unlock Premium to read this post →Plus! Distributed Spam; Credential Sharing; Privacy and Scoundrels; Tax Globally, Credit Locally; Free Trade Experiments; The Cure For High Prices
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Cloudflare's Intelligent Design
Read this article →Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
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It's Hard to Make Money Shorting Worthless Stocks
Unlock Premium to read this post →Plus! More fraud, Passwordless Apple, Codeless Amazon, Reach, Deep Links, More...
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Inventing Postwar Europe
Read this article →Plus! Identity, Ultra-Long-Tail, YouTube and the Influencers, Putin, Externalities ,The German Enron
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Software Mittelstand and Software Keiretsu
Unlock Premium to read this post →Plus! Dropbox as the Everywhere Layer, Vaccines, Platforms as Legislators, Huawei, more...