Defensive Monopolies
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
←
Back to all posts
-
Read this article →
-
Why Coolness-Aggregating Platforms Have Limited Pricing Power
Unlock Premium to read this post → -
Buybacks and the Complexity Discount Premium
Unlock Premium to read this post →Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
-
iBuying is as Hard as it Looks
Unlock Premium to read this post →Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists
-
What Do You Do With a Variant View?
Unlock Premium to read this post →Plus! Liquid Assets; Carbon and Gresham's Law; Fleets; Crypto and the Banks; Optimizing for Less Engagement
-
Who Regulates Crypto, and How?
Unlock Premium to read this post →Plus! Facebook and Retention; Leaky Bans; ROI; Zillow's Pause
-
Discourses on Big Tech
Read this article →Plus! Sticky Wage Growth; The Coal Boom; Equity and Collateral; Building an Apple Car vs Appleifying a Built Car; Diff Jobs
-
What Happened in Texas
Read this article →Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
-
App Discovery as an Antitrust Solution
Unlock Premium to read this post →Plus! WWDC, Hainan, 0%, Bots vs Journalists, Japan as #1 (in supercomputers), Zillbnb