Adobe Covered its Figma Short Position
Plus! Growth; Clicks-to-Bricks; EU Antitrust; ⚠️Time to be BeReal. ⚠; FedEx and the Cycle
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Inventing Demand
Become a member to gain access →Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
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Apple's Ads Business
Unlock Premium to read this post →Plus! Yield Curve Control for Oil; Multicloud; Product Improvements; Content Recycling; BNPL and Regulation
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How tax laws make the market downturn uniquely complicated for software engineers
Unlock Premium to read this post →Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
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Regulating Big Tech is a Product Problem
Read this article →Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
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What Works in SaaS Pricing
Read this article →Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance
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Plaid: Data Layer to Payments Layer?
Read this article →Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
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Every Channel, Every Model
Unlock Premium to read this post →Plus! Antitrust and Economics; Supply Chains Slow M&A; Streaming and Channel Conflicts; Pay Convergence; e-CNY
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The Pharma Royalty Business and Restructuring Pharma
Unlock Premium to read this post →Plus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence
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Facial Recognition as a Pareto Technology
Read this article →Plus! Diff Jobs; Aligned Incentives; Lord, Make My Country Low-Emissions—But Not Yet; Elasticity; Google/TikTok Coopetition; The Remittance Economy
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Oyo: the the Risk-Stays-on-the-Books Model
Become a member to gain access →Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
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The Music Industry: A History of Success Consisting of Five Consecutive Failures
Become a member to gain access →Plus! Platform Tax Cuts; Deep Search; Multimedia; Cross-Agency Cooperation; Is High Corporate Debt a Systemic Risk?