Sharing and Owning Standards
Plus! Institutional Bitcoin; Negative Prices; Facial Recognition; Recursive Product Development; Every Tech Company Becomes a Bank; Robinhood, Underwriter?
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Roblox: Tweenage Mutant MMT-ers
Become a member to gain access →Plus! The Gini Coefficient Bull Case for SaaS; Big Banks as Common Carriers; Yuan Bonds; In-House Chips; Understanding Consulting
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Engineering a Conglomerate
Read this article →Plus! Pretty Bad Privacy; Exercising the Whistleblower Option; Who Owns Streamed Games; Rebooting Transit; Rationalists and Thymos; More...
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How the Pandemic is Fixing Some of the Real Estate Market’s Flaws
Read this article →Plus! Measuring the World’s Largest Economy; Showrooming and Retail; Google Continues to Disaggregate Pages; Canada Policy Goes Post-Covid; The Bus Factor; More...
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Inside the House Report on Big Tech and Competition: Part I
Unlock Premium to read this post →Plus! OPEC’s Game Theory; Reddit Returns to Tradition; LendingClub Gets Exclusive; Games Eat the Real World; “Full-Stack SPAC”; More...
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The Gamer/Arbitrageur to Generalist Pipeline
Read this article →Plus! Office Politics, Redux; Vaccine as Perk; Who Owns User Data?; Tech Sees Like a State, Test-and-Trace Edition;The Negotiate-With-Hackers Hack; More...
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The Right Amount of Fraud
Unlock Premium to read this post →Plus! Long-Termism, The Internet of Things and Abstractions, Games and Credit, Domestic Markets, 20%: The New 30%, Trickle-Down Monetary Policy, China’s Red Lines, Road Shows and Signaling
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Microsoft and Costly Diversification
Unlock Premium to read this post →Plus! Bond Boom, Mismeasuring Fake News, Taiwan Hacks, Gym Speakeasies, All-You-Can-Fly, and more...
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Dropbox, Information Asymmetry, and Smart Money
Unlock Premium to read this post →Plus! Reopening Sticks & Carrots; Walmart as a Fast-Follower; Zuckerberg on Covid-19—Early; and more...
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V-Shaped Recovery for Me, L-Shaped Recovery for Thee
Become a member to gain access →Plus! Shopify, Japan, Mechanical Turk, eSports, Zoom, Everyone-But-Zoom, Clubhouse