When and Why to Shut Down an Exchange
Plus! Deepfakes; Ending Algorithmic Parallel Construction; The Movie Business is now the Streaming Business; Reopening Vietnam; Omnichannel Food
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There's More Than One Search Business Model
Unlock Premium to read this post →Plus! Alpha and Attribution in VC; Background and Foreground Streaming; Capital Advantage; Non-Recarbonization
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Three Ways to Think About the Ethics of Profiting from Bad News
Become a member to gain access →Plus! Hormetic Disruptions; The Microeconomics of the Return to Office; Away From Russia, With Effort; NFT Consolidation; What Users Want to Want
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Longreads + Open Thread
Become a member to gain access →Confucius, Libra, Tech and War, Russian Gas, OSINT, Ryanair
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HelloFresh: Mealkits Can Work After All
Read this article →Plus! PR Campaigns for Ads; Underperformance; Monetizing Dead Mileage; Movies and Dynamic Pricing; Peloton and Inventory Management
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How Ryanair Helps Airports Manufacture Demand
Unlock Premium to read this post →Plus! A Series of Tubes; What Not to Boycott; Leasing; Apple and TSMC; When an Ad-Based Business is an Ad
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One-Shot Sanctions
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Target: Amazoning Backwards
Become a member to gain access →Plus! No Neutral Parties; Manual Moderation; Better Ad Buying; Exporting Inflation to Japan
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Longreads + Open Thread
Become a member to gain access →ESG, Short Selling, Russia, Sanctions, Kazakhstan, Tisch
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Plaid: Data Layer to Payments Layer?
Read this article →Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
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Adding Up Emissions
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Loews: A Metonym for the Value Factor
Unlock Premium to read this post →Plus! Decentralization; The S in ESG; The Residual Claimant; Japan's Delayed Recovery; Getting Away from Gas