Indirect-to-Consumer: The E-commerce Rollup Business
Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
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Limits to Ad Price Discrimination
Unlock Premium to read this post →Plus! Two (or more) Chip Supply Chains; AI-as-a-Service; Game Theory and Margin Calls; Scale and Limits; Trading Through It; The Fame Business
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An Airline IPO? In This Economy?
Read this article →Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
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The Gun Company Payoff Matrix
Unlock Premium to read this post →Plus! Sanctions, Continued; The More-Than-SolarWinds Hack; Defense Tech; Regulation and Scale; Explaining the Unprofitable Stock Rally; Reverse War Economy Continues
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The Technocrats' Recovery
Read this article →Plus! Big Tech Sees Like a State Update; Why Don't Car Subscriptions Work; Taylorism-as-a-Service; The Semiconductor Boom; R&D and the Genius Problem
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Poshmark: The Low-Gini Nike
Unlock Premium to read this post →Plus! News Recap; News-About-News Recap; AI and White-Collar Jobs; Insiders, Outsiders, and Short-Selling; Yale Buys Low; More on Cybersecurity
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Beyond GAAP, Or Not
Unlock Premium to read this post →Plus! Institutional Bitcoin; Credit, Trust, and Card-Counting; What Democracy Looks Like; Valuable Discoveries; Shopify and Management by Metaphor; From Full-Stack to Software
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Stagnationism
Unlock Premium to read this post →Plus! Halfway; Activism, Shareholder and Otherwise; Employee Benefits and Marginal Costs; Fixing the Saudi Economic Barbell; Amazon, Niche Player
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Taiwan Semiconductor Manufacturing: A Successful Faith-Based Organization
Unlock Premium to read this post →Plus! Slack, Salesforce, and Aggregation; Germany Pays Up to Preserve Intra-Eurozone Transfers; RIP Giscard; Stripe Treasury and Legibility; GP, Inc.; Scale.ai
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Building an Incomplete Graph
Unlock Premium to read this post →Plus! Boy Band National Champions;Protein Folding; Golden Handcuffs; Amazon vs Wish Rolls On
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Inside the House Report on Big Tech and Competition: Part III
Unlock Premium to read this post →Plus! Weekly Q&A, Work-From-Home Metrics, The Single-State Pension Bailout, Emergency Use, Collective Bargaining for Data, More...
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Newsletters and New Media Economics
Read this article →Plus! Coming Attractions, Fortnite and Apple, Apple's Other App Problem, Theaters and Two-Sided Networks, AI Economics, Wealth Taxes, and much more...