The Big Succession
Plus! Active Management’s Legal Risks; One-Hit Wonder; Long-Lived Institutions; 15-Year Plan; TikTok and Entertainment Shopping
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Software, Full-Stack, and Sumo Startups
Read this article →Plus! Google Paying Publishers, Quant Crowding, Compare and Contrast, Stimulus for the Dead, Social Credit, more...
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Index Funds, Monopolies, and Incentives
Become a member to gain access →Plus! Collusion, Pull-Forward, Hong Kong, Box Office, Hotels, Intangibles, Politics as Momentum
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Which Part of Travel Recovers First?
Become a member to gain access →Plus! Contact Tracing, Delivery Economics, Square Stimulus, Electricity, COBOL, Pensions, Moore's Law, more...
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Amazon Sees Like a State
Read this article →Plus! Pensions, Podcasts, Safe Havens, CPI, Toilet Paper, Boomers, Zoom, and more...
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Gates
Unlock Premium to read this post →Plus! Coronavirus (still), Swap Lines, The Product Cycle
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Against Compromise Through Presumed Incompetence
Become a member to gain access →Plus! 2m more barrels per day, institutional homebuyers, CFIUS...
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Every Platform Business Looks Like Local Politics
Read this article →Plus! IPO as coming-of-middle-age, FB’s epidemiology edge, noise in the credit card data, Big Tech’s partisan alignment, and more...