Longreads + Open Thread
Coase; Xi; Mr. Beast; AI; Monzo; Trader Joe
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Fun With Float
Unlock Premium to read this post →Plus! Influencer Premium; Capital Allocation; Turnaround Time; Land and Energy; Online Grocery
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How Does Upwork Work?
Become a member to gain access →Plus! Captions; Robotics; Fixing Airports; Capex; YouTube Shorts; Diff Jobs
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Moderna's Bets: Moonshots and Platforms
Become a member to gain access →Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
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Qurate: How Fast Does the Ice Cube Melt?
Unlock Premium to read this post →Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
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The History Problem
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The Economics of Gas Stations
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Is Everything Getting Old?
Become a member to gain access →Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
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Can EventBrite Outflank a Monopoly?
Unlock Premium to read this post →Plus! Boom Times; The Upside of Splitting Up; Attack Surfaces; Understanding Hiring Freezes; Short Sellers
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A Different Way to Look at Which Countries Get Rich
Unlock Premium to read this post →Plus! Bridging Generations; Apps, Not Just Games; Complexity Limits; Fake Accounts; Fees
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Trustpilot and Brand Inflections
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels