Can EventBrite Outflank a Monopoly?
Plus! Boom Times; The Upside of Splitting Up; Attack Surfaces; Understanding Hiring Freezes; Short Sellers
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Correlations go to One, in Good Ways and Bad
Become a member to gain access →Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
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The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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Populism and Product Sense
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Data's Limits and the Judgment Gap
Read this article →Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
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One-Shot Sanctions
Unlock Premium to read this post →Plus! Hacks; Digital Prosthetics and Mixed Media; Energy Independence; The New Map; Order Frequency
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Danaher has a System
Become a member to gain access →Plus! Short Sellers; DeFi Durability; Untact; Buybacks; Real Estate Repurposing
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Drone Delivery: Accelerating to Inevitable
Read this article →Plus! Media/Software Synthesis; The Working Capital Accelerant; Klarna Fills in the Gaps; Younger SPAC Targets; Consumer-Facing DeFi
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NerdWallet: From Built on Microsoft to Built on Google
Become a member to gain access →Plus! Big Tech Sees Like a State: Facebook and the Forests; Housing Liquidity; Information Overload; Getting Money Out of China
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A Global Business Doesn't Mean Winners Around the Globe
Unlock Premium to read this post →Plus! The Other Amazon Tax; The Chip Cycle; Real Estate Transitions; Security and Liability; Launch Cadence and Reputational Risk
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Fanatics Inc.: The Spoiler
Become a member to gain access →Plus! Cities and Duration; Disney's Semi-Renegotiation (and the Delta Variant); Car/Chip Convergence; Which Apps Win from a Lower Apple Tax?; Evergrande Continues
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Hybrid How Long?
Become a member to gain access →Plus! Twitter as Lead Gen; Missing Primitives; Durable Ad Budgets; Citizen, Kabul Edition; Ark Invest and the Double Momentum Trade