GLG: Who Researches the Researchers?
Plus! Trump SPACs, ESG, and Ninja; Platform Cooperation; Crypto Remains Mobile; Winning the Last Crisis
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NerdWallet: From Built on Microsoft to Built on Google
Unlock Premium to read this post →Plus! Big Tech Sees Like a State: Facebook and the Forests; Housing Liquidity; Information Overload; Getting Money Out of China
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The Music Industry: A History of Success Consisting of Five Consecutive Failures
Unlock Premium to read this post →Plus! Platform Tax Cuts; Deep Search; Multimedia; Cross-Agency Cooperation; Is High Corporate Debt a Systemic Risk?
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Katitas: Making a Market in an Asset With an Expiration Date
Unlock Premium to read this post →Plus! Pigouvian Vax Tax; Platform Arbitrage; The Curve;The School to School District Transition; Price Hikes
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Volatility-Shifting and Volatility Destruction
Unlock Premium to read this post →Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
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LinkedIn: Survivor
Unlock Premium to read this post →Plus! "Er xuan yi" with American Characteristics; Another Look at the Apple Model; Scale and Weregild; The Window; Speed
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Twilio’s Second Act
Unlock Premium to read this post →Plus! News and Views; Transaction Costs and News; Selling the Stack; Evergrande Flails