THE DIFFCAC Moats and CAC Spirals
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
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Block: Designing Payments, Mismatched Networks
Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
TechCan EventBrite Outflank a Monopoly?
Plus! Boom Times; The Upside of Splitting Up; Attack Surfaces; Understanding Hiring Freezes; Short Sellers
TechCorrelations go to One, in Good Ways and Bad
Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
FinanceTrustpilot and Brand Inflections
Plus! Recurring Revenue Isn't Easy; Selling Surplus; Private Equity; The China Model; Position Sizing
Company WriteupTwo Kinds of Search
Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops
TechThere's More Than One Search Business Model
Plus! Alpha and Attribution in VC; Background and Foreground Streaming; Capital Advantage; Non-Recarbonization
TechOne-Shot Sanctions
Plus! Hacks; Digital Prosthetics and Mixed Media; Energy Independence; The New Map; Order Frequency
FinanceTaylorism-as-a-Service: The Economics of Picky Platforms
Plus! Network Effects, Perceived and Real; Options and Futures; Cyber Insurance; More Crossover Funds; Closed on top of Open
TechGrammarly: Network Effects on top of Network Effects
Plus! Subsidy Challenges; Supply Chains and the Fed; Meme Decline; The Slow Property Bailout; Cars and Collateral
TechThe Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Plus! Markets and Clearinghouses; Review Filtering; Creator Funds; Subscriptions as an Asset Class; "Pay to Quit"
FinanceWhat Happened to all the Diamonds in the Rough?
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
Finance