Batteries, Interfaces, and the Car Industry's Continuous Future
Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)
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The Idea-Swapping/Login-Swapping Credit System
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Peloton Doesn't Pattern-Match
Unlock Premium to read this post →Plus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin
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Softbank's Dreams and Downside Protection
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Oyo: the the Risk-Stays-on-the-Books Model
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Consumer Credit and the Strange Recovery
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Four Refoundings
Read this article →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
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Bubbles and Easy Money: Quality, Not Quantity
Unlock Premium to read this post →Plus! Gamestop Loss; Gramscian Bitcoin; 2 & 20 Media; Funnel Capture; Airline Loyalty Programs as a DTC Brand; Palantir, From The Inside
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Beyond GAAP, Or Not
Unlock Premium to read this post →Plus! Institutional Bitcoin; Credit, Trust, and Card-Counting; What Democracy Looks Like; Valuable Discoveries; Shopify and Management by Metaphor; From Full-Stack to Software
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Why United Airlines Wants to Risk a Run on the Bank
Unlock Premium to read this post →Plus! Negative Rates, Belt and Road, Brazil, China, Uber, Korea, Good News, Anomalies Explained