The Counterintuitive Economics of Hiring
Plus! Smartphones and Distributed Law Enforcement; Actors as IP; Microtransactions; Partnerships; Streaming; Diff Jobs
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Compartmentalizing Complexity
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Search Comes Back to Indexing
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2U, Education, and Lead Generation
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Block: Designing Payments, Mismatched Networks
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Qurate: How Fast Does the Ice Cube Melt?
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Two Kinds of Search
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YouTube's Flywheels
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Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
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There's More Than One Search Business Model
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The Surprising Durability of Google's Growth
Unlock Premium to read this post →Plus! The Browser Business Grows; Ads, Everywhere; The Not-Quite-Everything Store; LNGeopolitics; Negotiations