Inventing Demand
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
Plus! Adult Supervision; Frontrunning; The BNPL Stack; Oil: More Fungible than Dollars; Offices and the Flight to Quality
Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)
Plus! New Old Normal; The Market for Lemons in Emissions Credits; Open Algorithms; Hiring Freeze; Wordle
Plus! First-Party Data; Trading Credits for Emissions; Scraping; Splits; Where to Build
Plus! Hard-to-Scale Marketing; Monetary Policy in Gaming; Tweaking Moderation; Hardware/Software Convergence; Digital/Physical Convergence
Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking