System1: First-Party Cookie Monster
Plus! Capital Returns; Continuous Releases; Points and Ads; Omnichannel Real Estate; Work-From-Home and Duration
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Can Subscription Travel Work?
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Longreads + Open Thread
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How Would You Run a 10,000-Year Endowment?
Read this article →Plus! Buy-to-Sell?; Dematerializing Gaming; New Profits in Old Media; Insourcing; Diff Jobs
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Understanding Netflix
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Taylorism-as-a-Service: The Economics of Picky Platforms
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VC and the Systematic Search for Outliers
Become a member to gain access →Plus! The Paradox of Decentralization and NFTs; Pigouvian Benefits Update; Two Kinds of Growth; Accidental Shortages; LNGeopolitics, Continued
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Longreads + Open Thread
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The Factorio Mindset
Read this article →Plus! The Carbon Rally; The Bridge; Housing and Rates; Full Stack Media; Buying Out Contracts; Diff Jobs
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Xbox: The Misfit
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Every Channel, Every Model
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AppLovin's Double-Pivot
Become a member to gain access →Plus! Search, Distribution, and Platform Shifts; Dueling Subsidies; Signal and Noise in Employment Numbers; Who Gets Hit by Logistics Problems; Platforms, Publishers, and In Between