CAC Moats and CAC Spirals
Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables
←
Back to all posts
-
Unlock Premium to read this post →
-
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
-
Crypto, DAOs and Economic IP Protection
Become a member to gain access →Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
-
Amazonifying the Un-Amazonable
Unlock Premium to read this post →Plus! Etsy/Depop: Networks Are Made of People (With Birthdays); AMC's Popcorn; Amazon, Regulator; Rollups and the Mid-Platform; Bubble as Hedge
-
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