Permission for Social Mobility
Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
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How Amazon Does Strategy
Unlock Premium to read this post →Plus! Liquidity and Leverage; Crypto Bailouts; Baggage Tech; Splinternet by Other Means; Outsourcing, Latency, and Extra Clicks
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What are Commodity Trading Firms For
Unlock Premium to read this post →Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
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Two Kinds of Search
Unlock Premium to read this post →Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops
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Optimal Research Allocation
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The Memo and the Multiples
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What Happens When You Buy at an All-Time High?
Read this article →Plus! Diff Jobs; Amazon and Ads Ads Ads!; NFTs as Tickets; Wages: Who's Losing?; Media-to-Monetization; Negawatts
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The Surprising Durability of Google's Growth
Unlock Premium to read this post →Plus! The Browser Business Grows; Ads, Everywhere; The Not-Quite-Everything Store; LNGeopolitics; Negotiations