Longreads + Open Thread
AI Novelists, Language, Stripe, Science, Currencies, Oil
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Can EventBrite Outflank a Monopoly?
Unlock Premium to read this post →Plus! Boom Times; The Upside of Splitting Up; Attack Surfaces; Understanding Hiring Freezes; Short Sellers
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How Amazon Does Strategy
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Collecting Rents by Inventing Property
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Correlations go to One, in Good Ways and Bad
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Longreads + Open Thread
Become a member to gain access →Practice, Three Arrows, Restaurants, Reading History, Majoring in History, P&G
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A Different Way to Look at Which Countries Get Rich
Unlock Premium to read this post →Plus! Bridging Generations; Apps, Not Just Games; Complexity Limits; Fake Accounts; Fees
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Procter & Gamble, the Undisruptable
Unlock Premium to read this post →Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
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Canada as an Unusually Rich Emerging Market
Unlock Premium to read this post →Plus! Standardizing; Cars are Hard; Who Audits the Auditors?; Gas Stations; Energy Bailouts
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Tech as a Keynesian Quasi-Boom Within a Keynesian Semi-Slump
Become a member to gain access →Plus! Celsius; The Uber Playbook; Price Discrimination and Amortization; Pricing Power; Sanctions; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Chips, The Grid, TheGlobe, Attribution, Wish, Japan, Apple
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Trustpilot and Brand Inflections
Unlock Premium to read this post →Plus! Recurring Revenue Isn't Easy; Selling Surplus; Private Equity; The China Model; Position Sizing