CAC Moats and CAC Spirals
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
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The Economics of Noncompetes
Read this article →Plus! Always a Bull Market Somewhere; SPACs; "Most-Hated Rally"; Pricing; Amazon and Seasonality
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What are Commodity Trading Firms For
Unlock Premium to read this post →Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
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Type-Safe Internal Communications
Unlock Premium to read this post →Plus! Still Growing; Drones;' Cheap Japan; Japan's Governance Problems in Microcosm; War and MMT Update
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Can Datadog Dodge the Growth Slowdown?
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Refactoring Restaurants
Read this article →Plus! 401(k)s With Chinese Characteristics; Middlemen and Leverage; Concentration; A Mixed Trucking Recession; Deglobalization in Autos
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What Happens When Most Media Is Produced for an Audience of One?
Read this article →Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
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The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Read this article →Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
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HelloFresh: Mealkits Can Work After All
Read this article →Plus! PR Campaigns for Ads; Underperformance; Monetizing Dead Mileage; Movies and Dynamic Pricing; Peloton and Inventory Management
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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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Target: Amazoning Backwards
Become a member to gain access →Plus! No Neutral Parties; Manual Moderation; Better Ad Buying; Exporting Inflation to Japan
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Headcount, Dealflow, and Finance as a Recruiting Business
Unlock Premium to read this post →Plus! The Slow, Partial Energy Recovery; Pricing Power; Marketing Eats Hardware; Distressed Debt in Distress; Software/Real Estate Convergence