The Counterintuitive Economics of Hiring
Plus! Smartphones and Distributed Law Enforcement; Actors as IP; Microtransactions; Partnerships; Streaming; Diff Jobs
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Optimal Fundraising in Times of Capital Scarcity
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Meme Stocks for the 0.01%
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Rocket Internet and the Idea/Execution Tradeoff
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There's More Than One Search Business Model
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VC and the Systematic Search for Outliers
Read this article →Plus! The Paradox of Decentralization and NFTs; Pigouvian Benefits Update; Two Kinds of Growth; Accidental Shortages; LNGeopolitics, Continued
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Learning from Overdetermined Failure
Read this article →Plus! Diff Jobs; Blackstone Buys the Dip; Growing an Ecosystem; Shortages are Demand-Side, Not Supply-Side (Again); Pricing out Values
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What Investors Got from the Last Big Climate Boom
Unlock Premium to read this post →Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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Defensive Monopolies
Read this article →Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
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Softbank's Dreams and Downside Protection
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Adding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Unlock Premium to read this post →Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
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Finance is a Large Share of GDP, but "Finance" is not Necessarily Finance
Unlock Premium to read this post →Plus! More Mir; China and Gaming; Solo VC; A Natural Experiment for Indexing; The Clickbait Efficient Frontier