Adverse Selection is the Second Most Powerful Force in the Universe
Plus! Metaverse; No New Normal for Supply Chains; The Top-Heavy Market; "Uninvestable"
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Autocomplete is the Express Route to Local Maxima
Unlock Premium to read this post →Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
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Advertising and Strategic Consulting as the Asymptotes of Service Businesses
Unlock Premium to read this post →Plus! Meta Antecedents; International Tech Nationalism; Chokepoints; Recruiting; Unrealized Alternatives
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What's a Ponzi Scheme? What Isn't?
Read this article →Plus! Meta; ROE and CAPM; Expensive Cheap Energy
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FedEx: Two Bets on Network Effects
Read this article →Plus! Aging Into Owning the Metaverse; Fake Reviews; Ads and Addicts; Coal; Diff Jobs
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Facebook and the Dogfood Problem
Unlock Premium to read this post →Plus! Currency; Market Pricing; Substitution; Bitcoin's Long March: Tax Edition; First-Party Data
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Your Life is (Almost) a Call Option
Read this article →Plus! Reactive Strategy; Working it Out; Standardizing the Metaverse; Probability; When Payments Work; Introducing Diff Jobs
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Definite Optimism and the M&A Metagame
Unlock Premium to read this post →Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law