Longreads + Open Thread
Speed, Glucose, Enron, Philanthropy, Sewer Robots, Fracking, SoftBank
Speed, Glucose, Enron, Philanthropy, Sewer Robots, Fracking, SoftBank
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
Plus! Secret Supercomputers; Platforms; Cold War; Restructuring; Air Freight
Plus! Annual Subscriptions as Startup Capital; Pigovian Benefits; Covid and Knowledge Diffusion; LinkedIn and Incentives; Lithium
Plus! The Streaming Race; Captive Banks; Construction Credit; Illiquidity Doesn't Always Pay; Instacart Shifts Further Towards Ads
Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
Reading, Crypto Cities, Tobacco, Robots, Bubbles, Bernanke
Plus! Valuation Arbitrage; Labor Liquidity; Pricing Power; Diff Jobs
Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists