2U, Education, and Lead Generation
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
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Is Everything Getting Old?
Read this article →Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
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Correlations go to One, in Good Ways and Bad
Read this article →Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
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Railroad Deep Dive: Analyzing CSX
Unlock Premium to read this post →Plus! Credit Spreads; LNG and Climate; Insurance and Intermediation; The Ruble; Commutes
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It's Hard to Know Brokers' Long-Term Economics, But Easy to Guess Badly
Unlock Premium to read this post →Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale
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The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Read this article →Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
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Three Ways to Think About the Ethics of Profiting from Bad News
Unlock Premium to read this post →Plus! Hormetic Disruptions; The Microeconomics of the Return to Office; Away From Russia, With Effort; NFT Consolidation; What Users Want to Want
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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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Can Subscription Travel Work?
Unlock Premium to read this post →Plus! Continuous Release and Costs; Reflexivity in Crypto; Rentals; Peloton and Subscription; Buying Back
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
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Keeping Options Open: The Equity Compensation Story
Read this article →Plus! Prime Elasticity; Labor Arbitrage; Location Arbitrage; Legal Accessibility
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What's Happening in Tech Compensation?
Unlock Premium to read this post →Plus! Tax Arbitrage with Japanese Characteristics; YC's New Deal; Carrot-and-Stick Sarbox Reform; Ghost Flights; Rapid Restructuring