“If they couldn’t make much money in 2020-21..."
Plus! AI-Created Algorithms; Marginal Costs; Labor Shortages; Accidental Prop Trading; Inventory Management
-
Unlock Premium to read this post →
-
Is Recurring Revenue a Bet on Real Rates or Nominal Ones?
Unlock Premium to read this post →Plus! Persistence; Lighting Up Dark Kitchens; Bundles; Mismatches; Markets and Central Bank Signals
-
The Counterintuitive Economics of Hiring
Become a member to gain access →Plus! Smartphones and Distributed Law Enforcement; Actors as IP; Microtransactions; Partnerships; Streaming; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →Coase; Xi; Mr. Beast; AI; Monzo; Trader Joe
-
Compartmentalizing Complexity
Unlock Premium to read this post →Plus! Moderation; Space Law; Working from Home; Orderly Markets; Feature Convergence
-
Search Comes Back to Indexing
Unlock Premium to read this post →Plus! Gilts!; Amazon and Immediacy; The CSV Business; Salary Transparency; Room to Grow
-
Why Does the "Good Bank/Bad Bank" Model Work?
Unlock Premium to read this post →Plus! Clicks to Bricks in Gaming; Bricks to Clicks in Gaming; Offsets and Action; Lenders of Second Resort; Transaction Costs
-
The Porsche IPO and Mass Luxury
Become a member to gain access →Plus! Growing Out of an Energy Deficit?; Subscription Travel; An ETF For Everything; He Is More Machine Now Than Man; Talent; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →Russia, Japan, Documentaries, Financial Engineering, Pollen, Grocery
-
Fun With Float
Unlock Premium to read this post →Plus! Influencer Premium; Capital Allocation; Turnaround Time; Land and Energy; Online Grocery
-
MarketWise: The Other Kind of Financial Newsletter Business
Unlock Premium to read this post →Plus! AI and IP; Banks and Competition; Platform Tax Hikes; Moderation, Priors, and False Positives; Energy and Trading
-
Bill Franke and the Other way to Make a Billion Dollars in the Airline Business
Unlock Premium to read this post →Plus! Smart Carts and Network Effects; Money and Status; Free Put Options; Transaction Costs; Real Estate Restructuring