Globalized Talent and the Brand Grab
Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
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Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
Read this article →Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
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New Communications System Developed STOP Market Structure Changes Imminent STOP
Unlock Premium to read this post →Plus! Inside the E-Commerce Ad Business; Evergrande and Real Estate; Inflation Hedges;Consumer Lending at Zero Interest; Fake Reviews
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Magalu: Inside Brazil's Omnichannel Powerhouse
Read this article →Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
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Twilio’s Second Act
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The Great Depression in a Major Key
Become a member to gain access →Plus! Egress; Last-Foot Delivery; Shadow Banking; Great Quarter; Reducing the Variance in China Tech
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Indirect-to-Consumer: The E-commerce Rollup Business
Become a member to gain access →Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
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Nextdoor: Old Model, New Networks
Unlock Premium to read this post →Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
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Reshaping Competition
Become a member to gain access →Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy
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Affirm, Returnly, and Balance Sheet Micromanagement
Unlock Premium to read this post →Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
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Shifting the Curve: Why Climate Matters More
Read this article →Plus! Online-to-Offline; Consolidation; Unintended Consequences; Supply Chains as Banking Systems; International Software Nationalism
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Amazonifying the Un-Amazonable
Unlock Premium to read this post →Plus! Etsy/Depop: Networks Are Made of People (With Birthdays); AMC's Popcorn; Amazon, Regulator; Rollups and the Mid-Platform; Bubble as Hedge