Covid Baby Bust or Baby Boom?
Plus! Tech and Journalism; Competition; Equity for Gig Workers; Content Studios and Talent Agencies; Death of a Carry Trade
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Progyny: Fertility Inc.
Unlock Premium to read this post →Plus! “The Postmates Effect”; The Optimistic V/L Recovery; Tech Sees Like a State: Carbon; Back Doors' Back Doors; Privacy as a Property Right
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The Big Succession
Unlock Premium to read this post →Plus! Active Management’s Legal Risks; One-Hit Wonder; Long-Lived Institutions; 15-Year Plan; TikTok and Entertainment Shopping
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Does the US Electorate Prefer Deflation?
Unlock Premium to read this post →Plus! China and Investment-to-Consumption; Netflix’s Economics at a $1,600 GDP Per Capita; The Product/Ad Bundle; Russia Taxes Tycoons; More...
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Moonshots, Uncertainty, and Certainty
Become a member to gain access →Plus! Huawei Hedge, Covid tax Arb, Only Azar Can Go to Taiwan, Twitter/TikTok, more...
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Amazon Sees Like a State
Read this article →Plus! Pensions, Podcasts, Safe Havens, CPI, Toilet Paper, Boomers, Zoom, and more...
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SelectQuote: The Platonic Ideal of the Marketing-to-Sales Middleman
Become a member to gain access →Plus! Hackers & Frackers, The Uber seed round, AI national champions, VC social networks, and more...
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Private Equity and Software are Competing to Eat the World
Become a member to gain access →Plus! Gnomic VCs, AI companies as software-adjacent, Solomonic financial engineering, the subtleties of fees, and more...