Air Taxis: Commuting in Three Dimensions
Plus! The Advice Bundle; The Apple Platform; SPACs: Fast, But Fast Enough?; Loyalty and Purchase Frequency; Labs Over Fabs?
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How Apple Can Own I/O to Own the Universe
Become a member to gain access →Plus! The Great Inflation; Two-Way API Businesses; Zoom and Cities; From ETrade to eToro; Hardware-as-a-Service
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The Apple/Google Search Relationship as an Economic Template
Become a member to gain access →Plus! Non-Fungible Tokens; Indie.VC; "Digital Decolonisation"; Tech Sees Like a State: Vaccination Edition; Where Amazon Earns
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Three Bull Cases for Starlink
Read this article →Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
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Consumer Credit and the Strange Recovery
Unlock Premium to read this post →Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
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The Privacy Front in the Messaging Wars
Read this article →Plus! GameStop; Too Much of a Good Thing; Controlled Boom; Decarbonizing; Taiwan and China; Local News
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Coinbase: When the Stock Competes With the Product
Become a member to gain access →Plus! The Individual Contributor Factor; Science and Aging; Revenge Businesses; Supply Chains and the Surface Area Problem; In-House Silicon; Temporary Regulatory Arbitrage
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The IPO Market: Too Expensive for Sellers
Become a member to gain access →Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops
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Winner-Take-Some Platforms
Unlock Premium to read this post →Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
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Who Benefits from Less Travel?
Unlock Premium to read this post →Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing
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Content Moderation and Regulatory Capture
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Contrarian beliefs as a synthetic option
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