How to Make Another Reserve Currency
Plus! Russia and Crypto; Winning and Losing the Global Oil Auction; Supply Constraints; EVs, AVs, and Financial Engineering; When The "E" in "ESG" Stands for "Energy"
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HashiCorp: The Markup on Free
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Yandex: Google Through the Looking Glass
Read this article →Plus! Shifting the Curve; Where Housing Demand Comes From; Throughput; Lobbying; Customer Service-as-a-Service
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Finance is a Large Share of GDP, but "Finance" is not Necessarily Finance
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The Many Arbitrages of Forbes
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DiDi: Ridesharing on Day One
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A Normal Country?
Read this article →Plus! Negative-Marginal-Cost Billboards; Spillovers; Piecemeal Privatization; Financial Protectionism
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Prediction Markets and Worse is Better
Read this article →Plus! De-Dollarization on Paper; The Amazon Bundle; The Extension Market; Zombie Airlines; Supersonic; Fractal Fraud
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Two Big Tech Approaches to Capital Allocation
Unlock Premium to read this post →Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
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Understanding Squarespace
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The "Write Once, Run Anywhere" Growth Model
Unlock Premium to read this post →Plus! Revealing the Cyber Risk Long Tail; White-Hat Extension Monetization; Techno-Nationalism; Long-Tail Limits; Existential Risk is Less Existential Lately; Cap Structure Arbitrage Arbitrage
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Does the US Electorate Prefer Deflation?
Unlock Premium to read this post →Plus! China and Investment-to-Consumption; Netflix’s Economics at a $1,600 GDP Per Capita; The Product/Ad Bundle; Russia Taxes Tycoons; More...