Zeta Global: Navigating the Ad Stack
Plus! The Shape of the Housing Decline; SPAC Success; More to Learn in Social Media; Always a Bull Market Somewhere; China and Chips
-
Unlock Premium to read this post →
-
The Rise of Single-Result Search Products
Become a member to gain access →Plus! Mango Manipulation; The Other Emerging Labor Shortage; China's Labor Shortage; Unspinning; Bad News; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →Timing; High-Speed Rail; Compatibility; Banking; Velocity; Grocery; Resets
-
Snail Games and One-Hit Wonders
Unlock Premium to read this post →Plus! E.F. Hutton; The Second-Derivative Tech Slowdown; The Equity Risk Premium; Netflix's Limited Land-Grab; Elasticity
-
The Single-Product Bundle and the Bundling Continuum
Unlock Premium to read this post →Plus! Margin Lending, Like Market Making is Option Writing; Financial Engineering; Apple Ads!; AI; Personal Finance ESG
-
The Honest Company: Can Influencer Marketing go Full-Stack at Scale?
Unlock Premium to read this post →Plus! Attribution; Spam; Folk Backtests; Insolvent Central Banks; Counterfeits and Marketing
-
Newsletter Economics in 2022
Become a member to gain access →Plus! Dogfooding the Metaverse; Distribution; Rebundling; Negative Yields; The Labor Shortage Continues
-
Longreads + Open Thread
Become a member to gain access →EA, Nomura, Forecasting, Solo Founders, Odds, Talent, Walmart
-
Irish Banks: After the Hangover, a Party?
Unlock Premium to read this post →Plus! VC Incentives; ESG Insurance and Chokepoints; Repurposing Real Estate; Peak SF?; Short-Selling
-
“If they couldn’t make much money in 2020-21..."
Unlock Premium to read this post →Plus! AI-Created Algorithms; Marginal Costs; Labor Shortages; Accidental Prop Trading; Inventory Management
-
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