Longreads + Open Thread
Fraud, Poop Music, Research, France, Athens/Jerusalem/Silicon Valley, Ireland
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Moderna's Bets: Moonshots and Platforms
Become a member to gain access →Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
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Adding Up Emissions
Unlock Premium to read this post →Plus! Ukraine and Air Freight; Russia and China; Going Greenish; Logistics and Lead Generation; Games and Marketing
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Understanding Netflix
Unlock Premium to read this post →Plus! Ad Expansion; Centralizing Crypto; Monetizing Exhaust; The Changing World of Disinformation
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Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction
Become a member to gain access →Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
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The Economics of Selling Short-Selling Ideas
Unlock Premium to read this post →Plus! Fraud and Measurement Error; When Sanctions Work; Distribution-Focused Media; In-Company Decentralization; Pension Reform, Gradually
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Square and Afterpay: Payments, not Credit
Unlock Premium to read this post →Plus! Data Leaks; Invisible Put Option Exercised; Another Company Goes Subscription; The Greenwashing/Credit Spreads Arbitrage; Greenflation
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Nextdoor: Old Model, New Networks
Unlock Premium to read this post →Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
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Affirm, Returnly, and Balance Sheet Micromanagement
Unlock Premium to read this post →Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
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Alibaba and State-Owned Enterprises
Become a member to gain access →Plus! Tech Nationalism; Globalizing Accounting; Restaurant Elasticity; 15%
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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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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%?