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
Sign up for free to gain access →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
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Meta Performance Indicators
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Surfing the Right S-Curve
Sign up for free to gain access →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
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Business Model Meta-Models
Sign up for free to gain access →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
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Bad Overseas Investment as a Global Economic Stabilizer
Sign up for free 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
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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)