Longreads + Open Thread
Data, Microsoft, Ads, Tablets, Quants, Xbox, VC
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What Happens When You Buy at an All-Time High?
Read this article →Plus! Diff Jobs; Amazon and Ads Ads Ads!; NFTs as Tickets; Wages: Who's Losing?; Media-to-Monetization; Negawatts
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The Surprising Durability of Google's Growth
Unlock Premium to read this post →Plus! The Browser Business Grows; Ads, Everywhere; The Not-Quite-Everything Store; LNGeopolitics; Negotiations
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Pod People
Unlock Premium to read this post →Plus! Fast Failure; Tactical M&A; Internal Recruiting; Quant Spring; The Moderna Platform
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Grammarly: Network Effects on top of Network Effects
Become a member to gain access →Plus! Subsidy Challenges; Supply Chains and the Fed; Meme Decline; The Slow Property Bailout; Cars and Collateral
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Longreads + Open Thread
Become a member to gain access →Japan, Ukraine, Ponzi Schemes, Meeker, Crypto, Amex
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Learning from Overdetermined Failure
Read this article →Plus! Diff Jobs; Blackstone Buys the Dip; Growing an Ecosystem; Shortages are Demand-Side, Not Supply-Side (Again); Pricing out Values
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Unlock Premium to read this post →Plus! Markets and Clearinghouses; Review Filtering; Creator Funds; Subscriptions as an Asset Class; "Pay to Quit"
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OTC Markets Group: Monopoly, Jr.
Unlock Premium to read this post →Plus! Meta Data; Pandemic Inequality; Early Exit; Carbon Inflation; No More FLoC
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The Idea-Swapping/Login-Swapping Credit System
Become a member to gain access →Plus! Information Sharing; Hackers and Trust; Banking Divergence; Quitting Coal; Real-Time Data; Privacy Tradeoffs
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Longreads + Open Thread
Become a member to gain access →ID, Vaccines, UPS, EVs, Science Funding, Kishi
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages