Can EventBrite Outflank a Monopoly?
Plus! Boom Times; The Upside of Splitting Up; Attack Surfaces; Understanding Hiring Freezes; Short Sellers
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Grammarly: Network Effects on top of Network Effects
Unlock Premium to read this post →Plus! Subsidy Challenges; Supply Chains and the Fed; Meme Decline; The Slow Property Bailout; Cars and Collateral
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What Happened to all the Diamonds in the Rough?
Read this article →Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
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Modern Financial History Begins in 1998
Read this article →Plus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
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Chumboxes or Trust-Busters? Taboola and Outbrain
Read this article →Plus! Sticky Wages; Robinhood!; Search Engines; 1-to-M-of-N Secret Sharing; Housing
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Aramco the State Capacity Bankroll
Unlock Premium to read this post →Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
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The Indelible Stamp of a Lowly Origin
Unlock Premium to read this post →Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
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A Strange Cycle for Cyclical Stocks
Unlock Premium to read this post →Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
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Social Teflonization
Unlock Premium to read this post →Plus! Fiscally Conservative by way of Socially Liberal; End of an Arbitrage; Record-Setting Bug Bounty; App Politics; More...
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The Economics of Election Bets
Unlock Premium to read this post →Plus! Ant IPO Ain’t (For Now), The Cost of Automation,The NHS Bug, Spotify and the Rich/Famous Tradeoff, More...
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Hiring Based on Side Projects: Unfair, But Good For the World
Read this article →Plus! Narrative Arcs, Live Data, Bailouts, Hacks, Boycotts, Hong Kong, More...
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Disney: The World’s Leading Manufacturer of Nostalgia
Unlock Premium to read this post →Plus! Mexico's Perception & Reality, China's Cold War & Hot Economy, Facebook's Political Challenges, More...