Block: Designing Payments, Mismatched Networks
Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
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Collecting Rents by Inventing Property
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
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Can Datadog Dodge the Growth Slowdown?
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Regulating Big Tech is a Product Problem
Sign up for free to gain access →Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
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Of Course Shares of Private Companies are Tradable (Terms and Conditions May Apply)
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Plaid: Data Layer to Payments Layer?
Read this article →Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
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Xbox: The Misfit
Unlock Premium to read this post →Plus! Microsoft's Pre-Regulation; B2B Super Bowl Ads; Flighty Retail Investors; Discount Airlines; Carbon Short Squeeze Update; Payments, Messaging, and Network Effects
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Softbank's Dreams and Downside Protection
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Advertising and Strategic Consulting as the Asymptotes of Service Businesses
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What Do You Do With a Variant View?
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Who Regulates Crypto, and How?
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