Drone Delivery: Accelerating to Inevitable
Plus! Media/Software Synthesis; The Working Capital Accelerant; Klarna Fills in the Gaps; Younger SPAC Targets; Consumer-Facing DeFi
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What Investors Got from the Last Big Climate Boom
Unlock Premium to read this post →Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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Blimps, Bots, and the Future of Cargo
Read this article →Plus! Bitcoin's Long March: Pensions; Last Mile; Google's Laffer-Style Tax Cut; Sales
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GLG: Who Researches the Researchers?
Unlock Premium to read this post →Plus! Trump SPACs, ESG, and Ninja; Platform Cooperation; Crypto Remains Mobile; Winning the Last Crisis
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The Business of Micro Rental
Unlock Premium to read this post →Plus! Every Business Turns Into an Ad Business; Financial Decoupling; Still Room to Scale; Pay-for-Inclusion; Amazon and Costco; Bitcoin: Made in America
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New Kinds of Funding Mean New Kinds of Managing
Unlock Premium to read this post →Plus! No Parachute; Inequality; Peak Supply Chain Disruption?; Team-Based Hybrid Offices
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A Global Business Doesn't Mean Winners Around the Globe
Unlock Premium to read this post →Plus! The Other Amazon Tax; The Chip Cycle; Real Estate Transitions; Security and Liability; Launch Cadence and Reputational Risk
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Facebook and the Dogfood Problem
Unlock Premium to read this post →Plus! Currency; Market Pricing; Substitution; Bitcoin's Long March: Tax Edition; First-Party Data
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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
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De-Globalizing Luxury
Unlock Premium to read this post →Plus! Rumor Becomes Fact; Egress; Net Present Value; Chilling Effects as a Policy Tool
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The Other Box
Unlock Premium to read this post →Plus! Revenue and Recognition; Evergrande Continues; Pensions Get Saner; NFTs: Fundable; The "Forever CEO"
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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