Turning non-tradables into tradables
Plus! Grills, Ads, Pricing, Drops, Movies, Diff Jobs
←
Back to all posts
-
Sign up for free to gain access →
-
2U, Education, and Lead Generation
Unlock Premium to read this post →Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
-
Block: Designing Payments, Mismatched Networks
Unlock Premium to read this post →Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
-
Auctioning Information
Unlock Premium to read this post →Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March
-
The History Problem
Unlock Premium to read this post →Plus! Downsides to the Solid-State Economy; BeReal; ESG Retaliation; Believing the Data; Dependency
-
Pinterest's Twin Challenges
Unlock Premium to read this post →Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
-
Populism and Product Sense
Unlock Premium to read this post →Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
-
Spotify and Using Ubiquity
Unlock Premium to read this post →Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
-
YouTube's Flywheels
Unlock Premium to read this post →Plus! Optimizing for Growth; The Firehose; Mass Liquidity; Every Retailer an Ad Network; Friction
-
Snap: The Relentless Quest to Own the Interface
Sign up for free to gain access →Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
-
Cars Manufacture the Modern Middle Class
Sign up for free to gain access →Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
-
Politics and the Media Cycle
Unlock Premium to read this post →Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel