What are Commodity Trading Firms For
Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
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How tax laws make the market downturn uniquely complicated for software engineers
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The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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Longreads + Open Thread
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Pinterest's Twin Challenges
Unlock Premium to read this post →Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
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Worth It For the Right Owner
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NextEra Energy's Green Growth
Become a member to gain access →Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Japan, General Purpose Tech, Platforms, Rates, Clean Energy, Yen, Commodities
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Populism and Product Sense
Unlock Premium to read this post →Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
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Nuclear Waste Cleanup is a Bookkeeping Business
Unlock Premium to read this post →Plus! Make Me Zero-Emissions, But Not First...; Supply or Demand?; Globalizing Services; Market Timing; Full Integration
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In (Partial) Defense of Discounted Cash Flow Guesswork
Unlock Premium to read this post →Plus! Centralized Liquidity; Tighter Integration; Folk Wisdom; New Old Normal; Copilot and Pricing