Heuristic/Model Synthesis
Plus! Insourcing; Cheap Capital; Two-Sided Networks; On Commodities; Friction/Monetization Arbitrage
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Who Amazon Grows With
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Plaid's Strategic Non-Merger
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The IPO Market: Too Expensive for Sellers
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Building an Incomplete Graph
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Understanding Airbnb
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Media Refragmentation and Funnel Capture
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Every Investor is a Market Maker
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The Hack: When Crime Pays Fractions of a Penny on the Dollar
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App Discovery as an Antitrust Solution
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Index Funds, Monopolies, and Incentives
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The V/L Recovery: Cloud Computing
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