Omnichannel Optionality
Plus! Monetizing the Corpus; Supply and Demand; (Lack Of) Contagion; Accessibility; Products and Features
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Are Power Laws in Venture an Observation About Companies or About Valuations?
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Working with a Copilot
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Longreads + Open Thread
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The State of Amazon
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Every Software Company Evolves Into an Identity Company
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BloombergGPT and In-House Models
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Dueling Over Platforms
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Longreads + Open Thread
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Ride-Sharing Companies Ruined Ride-Sharing Economics
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Stripe and the State of E-Commerce
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How Durable is the Pseudo Maturity-Mismatch Model?
Unlock Premium to read this post →Plus! Google Writes Some Travel Options; Risk Factors; The Next Wegovy; Cost Cuts; Media Convergence