The Factorio Mindset
Plus! The Carbon Rally; The Bridge; Housing and Rates; Full Stack Media; Buying Out Contracts; Diff Jobs
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Xbox: The Misfit
Unlock Premium to read this post →Plus! Microsoft's Pre-Regulation; B2B Super Bowl Ads; Flighty Retail Investors; Discount Airlines; Carbon Short Squeeze Update; Payments, Messaging, and Network Effects
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Every Channel, Every Model
Unlock Premium to read this post →Plus! Antitrust and Economics; Supply Chains Slow M&A; Streaming and Channel Conflicts; Pay Convergence; e-CNY
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AppLovin's Double-Pivot
Become a member to gain access →Plus! Search, Distribution, and Platform Shifts; Dueling Subsidies; Signal and Noise in Employment Numbers; Who Gets Hit by Logistics Problems; Platforms, Publishers, and In Between
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Longreads + Open Thread
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What Happens When You Buy at an All-Time High?
Read this article →Plus! Diff Jobs; Amazon and Ads Ads Ads!; NFTs as Tickets; Wages: Who's Losing?; Media-to-Monetization; Negawatts
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The Surprising Durability of Google's Growth
Unlock Premium to read this post →Plus! The Browser Business Grows; Ads, Everywhere; The Not-Quite-Everything Store; LNGeopolitics; Negotiations
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Pod People
Unlock Premium to read this post →Plus! Fast Failure; Tactical M&A; Internal Recruiting; Quant Spring; The Moderna Platform
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Grammarly: Network Effects on top of Network Effects
Become a member to gain access →Plus! Subsidy Challenges; Supply Chains and the Fed; Meme Decline; The Slow Property Bailout; Cars and Collateral
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Longreads + Open Thread
Become a member to gain access →Japan, Ukraine, Ponzi Schemes, Meeker, Crypto, Amex
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Learning from Overdetermined Failure
Read this article →Plus! Diff Jobs; Blackstone Buys the Dip; Growing an Ecosystem; Shortages are Demand-Side, Not Supply-Side (Again); Pricing out Values
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Unlock Premium to read this post →Plus! Markets and Clearinghouses; Review Filtering; Creator Funds; Subscriptions as an Asset Class; "Pay to Quit"