Longreads + Open Thread
Confucius, Libra, Tech and War, Russian Gas, OSINT, Ryanair
-
Become a member to gain access →
-
How Ryanair Helps Airports Manufacture Demand
Unlock Premium to read this post →Plus! A Series of Tubes; What Not to Boycott; Leasing; Apple and TSMC; When an Ad-Based Business is an Ad
-
One-Shot Sanctions
Unlock Premium to read this post →Plus! Hacks; Digital Prosthetics and Mixed Media; Energy Independence; The New Map; Order Frequency
-
Target: Amazoning Backwards
Become a member to gain access →Plus! No Neutral Parties; Manual Moderation; Better Ad Buying; Exporting Inflation to Japan
-
Longreads + Open Thread
Become a member to gain access →ESG, Short Selling, Russia, Sanctions, Kazakhstan, Tisch
-
Plaid: Data Layer to Payments Layer?
Read this article →Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
-
Adding Up Emissions
Unlock Premium to read this post →Plus! Ukraine and Air Freight; Russia and China; Going Greenish; Logistics and Lead Generation; Games and Marketing
-
Loews: A Metonym for the Value Factor
Unlock Premium to read this post →Plus! Decentralization; The S in ESG; The Residual Claimant; Japan's Delayed Recovery; Getting Away from Gas
-
Ideological What and Why, Pragmatic When and How
Become a member to gain access →Plus! Dealing With Expensive Crude; Logistics; Shorting Disclosure; Prices
-
Longreads + Open Thread
Become a member to gain access →SF Crime, Tolstoy, Defense Tech, Social Media, Diversification, Diller
-
Match Group and Managed Dissatisfaction
Read this article →Plus! Revolving Doors; Sanctions; Iterating; Bad Funds, Conflicts, and Bias; Diff Jobs
-
Distribution-to-Content Disruption: Lessons from Early HBO
Unlock Premium to read this post →Plus: Ukraine; Early-Stage Money Flows; Cyclicality in Crypto; Sanctions and Fungibility; Continuous Evaluation