Adobe Covered its Figma Short Position
Plus! Growth; Clicks-to-Bricks; EU Antitrust; ⚠️Time to be BeReal. ⚠; FedEx and the Cycle
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Growth, by Process of Elimination
Unlock Premium to read this post →Plus! Equities in Málaga; Competition; Bailouts Done Right; Adam Neumann's Skin in the Game; Celebrity PE
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LinkedIn: Survivor
Unlock Premium to read this post →Plus! "Er xuan yi" with American Characteristics; Another Look at the Apple Model; Scale and Weregild; The Window; Speed
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The Other Escape from the Middle-Income Trap
Unlock Premium to read this post →Plus! The Crypto Lobbying Paradox; The Metacycle; Zero Rating; A Less Full-Stack WeWork; Payments as a Public Good
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The Importance of Duration
Become a member to gain access →Plus! Square/Afterpay; Slack and Telemedicine; The Counterintuitive Effects of Sanctions; Broker IPOs as a Contrarian Indicator; Covid Cycles
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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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Robinhood's Challenge
Read this article →Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
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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
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Decoupling, Digital Currency, and the Consumer of Last Resort
Read this article →Plus! A SPAC Modest Proposal; Scraping for Profit; Post-Cookie; Best Buy Bundle; Debt is Here; The Short-Selling Cycle
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The "Write Once, Run Anywhere" Growth Model
Unlock Premium to read this post →Plus! Revealing the Cyber Risk Long Tail; White-Hat Extension Monetization; Techno-Nationalism; Long-Tail Limits; Existential Risk is Less Existential Lately; Cap Structure Arbitrage Arbitrage
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Understanding Flag Carriers
Unlock Premium to read this post →Plus! Subscriber Call; Early Doordash; Ads and Adverse Selection; The Facebook Suit; The Downside of a Negative Cash Cycle; Data Brokers and PR Surface Area
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The WeWork Arc
Read this article →Plus! Amazon’s Third-Party Data; The Lucas Critique in Finance; Matching the Huawei Strategy; Froth; Demand and Logistics