Keyword Studios: The Gaming Industry on Easy Mode
Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage
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Steinway: Getting Growth out of a 300-Year-Old Technology
Unlock Premium to read this post →Plus! First-Party Data; Trading Credits for Emissions; Scraping; Splits; Where to Build
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To: Elon; Subject: Congratulations(?)
Become a member to gain access →Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
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The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Read this article →Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
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What's (Far) Ahead for Energy
Become a member to gain access →Plus! Hard-to-Scale Marketing; Monetary Policy in Gaming; Tweaking Moderation; Hardware/Software Convergence; Digital/Physical Convergence
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Of Course Shares of Private Companies are Tradable (Terms and Conditions May Apply)
Unlock Premium to read this post →Plus! Naturally Fragile Tokens; Trucking Demand and Aggregate Demand; Going Direct; Sputnik Moment
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Politics and the Media Cycle
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The Theory Behind "The Stock's Not Acting Right"
Unlock Premium to read this post →Plus! Another Pandemic Policy Reversal; State-Driven [App] Development; Capital Structure Arbitrage; Russian MMT Update; Housing
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War and Modern Monetary Theory
Unlock Premium to read this post →Plus! Rentier Nation?; Owning Link-in-Bio; Corn Politics; Big Tech Sees Like a State; Regulated Utilities as Traders
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How to Make Another Reserve Currency
Become a member to gain access →Plus! Russia and Crypto; Winning and Losing the Global Oil Auction; Supply Constraints; EVs, AVs, and Financial Engineering; When The "E" in "ESG" Stands for "Energy"
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When and Why to Shut Down an Exchange
Unlock Premium to read this post →Plus! Deepfakes; Ending Algorithmic Parallel Construction; The Movie Business is now the Streaming Business; Reopening Vietnam; Omnichannel Food
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Three Ways to Think About the Ethics of Profiting from Bad News
Become a member to gain access →Plus! Hormetic Disruptions; The Microeconomics of the Return to Office; Away From Russia, With Effort; NFT Consolidation; What Users Want to Want