Pinterest's Twin Challenges
Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
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Worth It For the Right Owner
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NextEra Energy's Green Growth
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Longreads + Open Thread
Become a member to gain access →Japan, General Purpose Tech, Platforms, Rates, Clean Energy, Yen, Commodities
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Populism and Product Sense
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Nuclear Waste Cleanup is a Bookkeeping Business
Unlock Premium to read this post →Plus! Make Me Zero-Emissions, But Not First...; Supply or Demand?; Globalizing Services; Market Timing; Full Integration
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In (Partial) Defense of Discounted Cash Flow Guesswork
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Data's Limits and the Judgment Gap
Read this article →Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Chips, Cloud, Roads, Jobs, Luttwak, Banks, Feedback
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Optimal Fundraising in Times of Capital Scarcity
Unlock Premium to read this post →Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
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Spotify and Using Ubiquity
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Type-Safe Internal Communications
Unlock Premium to read this post →Plus! Still Growing; Drones;' Cheap Japan; Japan's Governance Problems in Microcosm; War and MMT Update