The Other Kind of Market Crash
Plus! Founder Alpha or Founder Beta; Google Moves Down the Funnel; Fraud; Detection Monoculture; Debt Forgiveness; More...
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Inside the House Report on Big Tech and Competition: Part II
Read this article →Plus! Yelp’s Crypto-Coinbase Moment; Life at a Hypergrowth Startup; Microsoft’s App Principles; Square and Bitcoin; More...
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Uber: From World Domination to Industry ETF
Unlock Premium to read this post →Plus! Cyber-Risk Insurance and Mutating Incentives; SPACs-Squared; Ideological Competition; Poland’s Green New Deal; Who Buys Gold?; More...
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Meta Performance Indicators
Become a member to gain access →Plus! Supply Chains, SMIC, Second Wave, Vacation Home Homes, Mission Focus, More...
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Surfing the Right S-Curve
Read this article →Plus! Google: Benefits and Retention; Tail Risk on Trial; Policy Homogeneity; Procurement; Density Redistribution; Crisis Hormesis; The Other Derivatives Narrative
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Big Tech at the End of History
Read this article →Plus! Belt & Road & Vial; CCP and SMBs; Hire Fast, Transfer Fast; Life Imitates Science Fiction; More...
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Business Model Meta-Models
Read this article →Plus! Fed Maximalism, CFOs, TikTok, IPOs vs Direct Listings, Death and Base Rates, Rapid testing, Wuhan, Politics in a One-Party State
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The Contagious Effects of Financial Repression
Unlock Premium to read this post →Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2
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Bad Overseas Investment as a Global Economic Stabilizer
Become a member to gain access →Plus! Flipping Qualtrics, China Supply Chains and ESG Risk, Covid Cliffs, More China, TikTok
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Minimum, Viable, and Not Even a Product
Unlock Premium to read this post →Plus! Big Tech Sees Like a State, Balance Sheet Recessions, Hamiltonian Moments, more...
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The Many Near-Deaths of Facebook
Unlock Premium to read this post →Plus! Lambda School math, Coronavirus lead-gen, Lawtech, and 2016 (again)