How Would You Run a 10,000-Year Endowment?
Plus! Buy-to-Sell?; Dematerializing Gaming; New Profits in Old Media; Insourcing; Diff Jobs
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Understanding Netflix
Unlock Premium to read this post →Plus! Ad Expansion; Centralizing Crypto; Monetizing Exhaust; The Changing World of Disinformation
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The Factorio Mindset
Read this article →Plus! The Carbon Rally; The Bridge; Housing and Rates; Full Stack Media; Buying Out Contracts; Diff Jobs
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What Happens When You Buy at an All-Time High?
Read this article →Plus! Diff Jobs; Amazon and Ads Ads Ads!; NFTs as Tickets; Wages: Who's Losing?; Media-to-Monetization; Negawatts
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
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The Liberty Complex: Cash Flow Today, Taxes Eventually
Read this article →Plus! Portal and Technology Prosthetics; Browsers as a Shopping Tool; BNPL Rules; John Kelly and YOLO Stocks; News Post-Trump
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Roper: Capital Allocation by Formula
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The NYT: Dead Trees and Disruption
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BuzzFeed and the Platform Squeeze
Read this article →Plus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs
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Peloton Doesn't Pattern-Match
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Splitting Up
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Why Coolness-Aggregating Platforms Have Limited Pricing Power
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