Transformative Transactions
Plus! Unmoderated != Uncensored; Insult to Injury; Red Flags; Time and Money; Emissions
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Why Finance is Hard to Decentralize
Become a member to gain access →Plus! Why They Don't Drill; Shorting; Crypto Liquidity; Food Convergence; Crypto Transparency; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Mergers; SAFEs; Twitter; Hacks; Cells; MF Global; Diff Jobs
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Ubiquiti and True Founder Control
Unlock Premium to read this post →Plus! The Popularity Contest; Movies and Surface Area; Taking Cover; Funding Seasonality; Autarky
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Kweichow Moutai and Corruption Bets
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What Part of the System Needs to be Smart?
Become a member to gain access →Plus! Redemptions; FTX, Continued; Single-Celebrity Companies; Unretiring; Activism; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Markets; BuzzFeed; Risk; Mortgages; Retail; LBJ; Diff Jobs
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Is AI a Product or a Feature?
Unlock Premium to read this post →Plus! Recovery; TikTok Shopping; Covid Fraud Update; Smoothing; Twitter
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Startup as War Economy
Unlock Premium to read this post →Startup as War Economy; FTX, Yet Again; Hardcore; Currency Pegs; Reshoring; Supply Chains and All-or-Nothing Sanctions
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The iMessage Strategy
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Money, Credit, Trust, and FTX
Become a member to gain access →Plus! Alternatives; Where Inflation Hits; The Best Job In tech; Sitting it Out; LNG; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Philosophy; Pay; Economics; A/B Testing; ByteDance; War; Oil