What Happened in Texas
Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
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The Indelible Stamp of a Lowly Origin
Become a member to gain access →Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
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Three Bull Cases for Starlink
Read this article →Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
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Cricut and Hardware Economics
Unlock Premium to read this post →Plus! The Asset-Light Theory of Human Civilization; Dark Patterns; Maturity Transformation at the Met; Amazon's Regulatory Arbitrage; Leaving Google; Supermicro, Again
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Why Did One Internet Subculture Spot Covid-19 So Early?
Read this article →Plus! Deep Freeze
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Four Refoundings
Read this article →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
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Uber: From World Domination to Industry ETF
Unlock Premium to read this post →Plus! Cyber-Risk Insurance and Mutating Incentives; SPACs-Squared; Ideological Competition; Poland’s Green New Deal; Who Buys Gold?; More...
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Disclosure’s Degrees of Freedom
Unlock Premium to read this post →Plus! How Apple Reprices the Bundle; The Cost of Chip Independence; Nvidia, ARM, and Beijing; Ads and Time Arbitrage; Hydrocarbon Diplomacy; More...
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The Vindication of Discounted Cash Flow Models
Become a member to gain access →Plus! Diff Scholarships, Palantir, Nuclear Diplomacy, Minsky and Paper Towels, Dubai and Scaling, Slacklash, more...
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Which Part of Travel Recovers First?
Become a member to gain access →Plus! Contact Tracing, Delivery Economics, Square Stimulus, Electricity, COBOL, Pensions, Moore's Law, more...
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Investing as a Rationality Dojo
Read this article →Plus! Fast Grants, (literal) Bandwidth, Electricity, (metaphorical) Bandwidth, Paradigm Shifts, More...