Populism and Product Sense
Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
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Optimal Fundraising in Times of Capital Scarcity
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Spotify and Using Ubiquity
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$1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
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Steinway: Getting Growth out of a 300-Year-Old Technology
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How to Make Another Reserve Currency
Become a member to gain access →Plus! Russia and Crypto; Winning and Losing the Global Oil Auction; Supply Constraints; EVs, AVs, and Financial Engineering; When The "E" in "ESG" Stands for "Energy"
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The NYT: Dead Trees and Disruption
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On Jargon
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Why Coolness-Aggregating Platforms Have Limited Pricing Power
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Who Regulates Crypto, and How?
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FedEx: Two Bets on Network Effects
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The Man Whose Bank of England Broke
Unlock Premium to read this post →Plus! Value Traps and GAARP Traps; China and the Tax Question; Building on a Government API; No Theranos Overhang; Roof-Backed Securities