DiDi: Ridesharing on Day One
Plus! Identity; Deescalation; Inflation is Everywhere but the Bond Market Statistics; Privatization in South Africa; Protectionism
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Clear Secure: A Different Kind of Identity Company
Become a member to gain access →Plus! Distributed Spam; Credential Sharing; Privacy and Scoundrels; Tax Globally, Credit Locally; Free Trade Experiments; The Cure For High Prices
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Prediction Markets and Worse is Better
Read this article →Plus! De-Dollarization on Paper; The Amazon Bundle; The Extension Market; Zombie Airlines; Supersonic; Fractal Fraud
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Heuristic/Model Synthesis
Unlock Premium to read this post →Plus! Insourcing; Cheap Capital; Two-Sided Networks; On Commodities; Friction/Monetization Arbitrage
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Building Parallel Financial Systems
Read this article →Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
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Trapped by the Wrong Inflation Stories
Unlock Premium to read this post →Plus! Amazon's Triumph of Investor Relations; The Scaling Problems Aren't Obvious; Money- and Time-Weighting; Coinbase Comp
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Are Payment Networks Protocols, Public Goods, Co-ops, or Companies?
Unlock Premium to read this post →Plus! Ghost Kitchen Challenges; Ending Just-in-Time; Carbon; The Cost of a Breach; Universal Margin Improvement
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SVB: Bank of Convexity
Become a member to gain access →Plus! Apple M&A; Countering Patent Trolls; Payments and Network Effects; Fraud Ingredients; RIP 30%?
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The 2x2 Inflation Debate
Read this article →Plus! Valuementum; Quants and Lumber; Cheap Hacks; Tax Adjustment
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Japan: Stock Picker's Paradise
Unlock Premium to read this post →Plus! Otis Elevators: It's Time to Rebuild; Ride-Sharing: Labor Arbitrage, Not Bootstrapping; The Next Nanometers; Google Bundles; Surge Fees
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Understanding Squarespace
Unlock Premium to read this post →Plus! Banks and More; More Space Supply Chains; Copy, Paste & Co.; Enterprise Audio; Omnichannel Guac
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SimilarWeb and the Business of Leasing Data
Unlock Premium to read this post →Plus! Facebook and Audio; Security Updates; Bad Bank; Inflation; Inflation (pt. 2)