The NYT: Dead Trees and Disruption
Plus! Taking Away KPIs; Gigs and Utilization; Banker Pay; What's Still Happening in Logistics; Cars and Software
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Softbank's Dreams and Downside Protection
Unlock Premium to read this post →Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
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Gamestop Remains a Mystery
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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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SenseTime: Building the China Tech Stack
Unlock Premium to read this post →Plus! Networks of Networks; Inefficiencies; More Privacy; Measurement Error; Textbook Piracy
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LinkedIn: Survivor
Unlock Premium to read this post →Plus! "Er xuan yi" with American Characteristics; Another Look at the Apple Model; Scale and Weregild; The Window; Speed
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Nextdoor: Old Model, New Networks
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Artificial Urgency as a Forcing Function
Unlock Premium to read this post →Plus! Frontend Omnichannel, Backend Specialization; Another Business Mafia; Cloud Computing: Cheap Because it's Expensive; Apple's Leads; Black Starts; Smart Lamps
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Margins and the Stealth-Tech Strategy
Unlock Premium to read this post →Plus! Auction Economics; No Supply Boom in Lumber (Yet?); Apple and China; Doing VC as a Complement to Getting VC
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SVB: Bank of Convexity
Become a member to gain access →Plus! Apple M&A; Countering Patent Trolls; Payments and Network Effects; Fraud Ingredients; RIP 30%?
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What Happened to the Outsourcing Threat?
Become a member to gain access →Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting
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Decoupling, Digital Currency, and the Consumer of Last Resort
Read this article →Plus! A SPAC Modest Proposal; Scraping for Profit; Post-Cookie; Best Buy Bundle; Debt is Here; The Short-Selling Cycle