AppLovin's Double-Pivot
Plus! Search, Distribution, and Platform Shifts; Dueling Subsidies; Signal and Noise in Employment Numbers; Who Gets Hit by Logistics Problems; Platforms, Publishers, and In Between
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What Happens When You Buy at an All-Time High?
Read this article →Plus! Diff Jobs; Amazon and Ads Ads Ads!; NFTs as Tickets; Wages: Who's Losing?; Media-to-Monetization; Negawatts
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Pod People
Unlock Premium to read this post →Plus! Fast Failure; Tactical M&A; Internal Recruiting; Quant Spring; The Moderna Platform
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Learning from Overdetermined Failure
Read this article →Plus! Diff Jobs; Blackstone Buys the Dip; Growing an Ecosystem; Shortages are Demand-Side, Not Supply-Side (Again); Pricing out Values
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Unlock Premium to read this post →Plus! Markets and Clearinghouses; Review Filtering; Creator Funds; Subscriptions as an Asset Class; "Pay to Quit"
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OTC Markets Group: Monopoly, Jr.
Unlock Premium to read this post →Plus! Meta Data; Pandemic Inequality; Early Exit; Carbon Inflation; No More FLoC
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The Idea-Swapping/Login-Swapping Credit System
Become a member to gain access →Plus! Information Sharing; Hackers and Trust; Banking Divergence; Quitting Coal; Real-Time Data; Privacy Tradeoffs
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
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The Pharma Royalty Business and Restructuring Pharma
Unlock Premium to read this post →Plus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence
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Headcount, Dealflow, and Finance as a Recruiting Business
Unlock Premium to read this post →Plus! The Slow, Partial Energy Recovery; Pricing Power; Marketing Eats Hardware; Distressed Debt in Distress; Software/Real Estate Convergence
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Keeping Options Open: The Equity Compensation Story
Read this article →Plus! Prime Elasticity; Labor Arbitrage; Location Arbitrage; Legal Accessibility
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Turo: How To Build a Hybrid Vehicle With Financial Engineering (Among Other Things)
Unlock Premium to read this post →Plus! Buy Now Pay Later; Sports Betting; Price Levels; Energy