Crypto, DAOs and Economic IP Protection
Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
←
Back to all posts
-
Become a member to gain access →
-
BuzzFeed and the Platform Squeeze
Read this article →Plus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs
-
Defensive Monopolies
Read this article →Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
-
Why Coolness-Aggregating Platforms Have Limited Pricing Power
Unlock Premium to read this post → -
iBuying is as Hard as it Looks
Unlock Premium to read this post →Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists
-
Advertising and Strategic Consulting as the Asymptotes of Service Businesses
Become a member to gain access →Plus! Meta Antecedents; International Tech Nationalism; Chokepoints; Recruiting; Unrealized Alternatives
-
FedEx: Two Bets on Network Effects
Read this article →Plus! Aging Into Owning the Metaverse; Fake Reviews; Ads and Addicts; Coal; Diff Jobs
-
Your Life is (Almost) a Call Option
Read this article →Plus! Reactive Strategy; Working it Out; Standardizing the Metaverse; Probability; When Payments Work; Introducing Diff Jobs
-
Connected TV Advertising and the 360° Turnaround
Unlock Premium to read this post →Plus! Local Shortages Globalize Markets; Junk Bonds as a CRM Business; Ad Attribution; Facebook's Pause; What Bitcoin Miners Sell
-
Gitlab: Remote-First, First
Unlock Premium to read this post →Plus! Gas; Everything Turns Into Ads...; ...Or Attach Rates; Globalizing the China App Model; AI Safety in China
-
Criteo: How Low Can a Take Rate Go?
Become a member to gain access →Plus! Facebook and PR Strategy; Business Travel; Unbranding; Iron
-
Yandex: Google Through the Looking Glass
Read this article →Plus! Shifting the Curve; Where Housing Demand Comes From; Throughput; Lobbying; Customer Service-as-a-Service