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  1. Premium

    Fun With Float

    Plus! Influencer Premium; Capital Allocation; Turnaround Time; Land and Energy; Online Grocery

    Finance
  2. Free membership

    Inventing Demand

    Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs

    Finance
  3. Premium

    YouTube's Flywheels

    Plus! Optimizing for Growth; The Firehose; Mass Liquidity; Every Retailer an Ad Network; Friction

    Tech
  4. Premium

    What Flavors Sell?

    Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling

    Finance
  5. Free

    Discourses on Big Tech

    Plus! Sticky Wage Growth; The Coal Boom; Equity and Collateral; Building an Apple Car vs Appleifying a Built Car; Diff Jobs

    Finance
  6. Premium

    Japan: Stock Picker's Paradise

    Plus! Otis Elevators: It's Time to Rebuild; Ride-Sharing: Labor Arbitrage, Not Bootstrapping; The Next Nanometers; Google Bundles; Surge Fees

    Finance