Power Plus Difficulty = Virality Among Power Users
Plus! The Services Economy; Directing Capital; Remote; The High Cost of Free Returns; Zoom and AI
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Cava: One Brand, Many Channels
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Longreads + Open Thread
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Gmail's Strategic Evolution
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Who Wins and Loses When a Growth Industry Gets Regulated?
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Is There a Place for Tail Risk Hedges?
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Why Do Equities Build So Much Wealth?
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Longreads + Open Thread
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Paramount Agonistes
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Single-Family Institutional Landlords: A Broken Market, Cheap Data, and Ubiquitous Smartphones Created an Asset Class
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Asset-Light to Asset-Heavy
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The Relationship-Transactional-Relationship Business Cycle
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