The Strange Economics of VPNs
Plus! Netflix; Scale and Conversation; Flywheels; Scale and Unavoidable Politics; Green Nationalism
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Steinway: Getting Growth out of a 300-Year-Old Technology
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To: Elon; Subject: Congratulations(?)
Become a member to gain access →Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
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The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Read this article →Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
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Autocomplete is the Express Route to Local Maxima
Unlock Premium to read this post →Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
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What's (Far) Ahead for Energy
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Longreads + Open Thread
Become a member to gain access →Clearing, Careers, Charity, Tracing Crypto, Stripe, Spin
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Regulating Big Tech is a Product Problem
Read this article →Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
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Of Course Shares of Private Companies are Tradable (Terms and Conditions May Apply)
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Politics and the Media Cycle
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How Much Internal Mobility is Too Much?
Become a member to gain access →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
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Longreads +Open Thread
Become a member to gain access →Edge, Insiders, Tooze, Data, Persistence, Japan, Trading, Generalizing