Longreads + Open Thread
China, Inflation, Amazon, ETFs, TSM, Burgundy, Berkshire, PayPal, Singapore, Reddit, Diff Jobs
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Facial Recognition as a Pareto Technology
Read this article →Plus! Diff Jobs; Aligned Incentives; Lord, Make My Country Low-Emissions—But Not Yet; Elasticity; Google/TikTok Coopetition; The Remittance Economy
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The "Kids These Days" Model of User Retention
Unlock Premium to read this post →Plus! Tax Traps and Heterogeneous Preferences; Software Eats Lines; Number Cruncher Indigestion; Edge; The Other Last Mile
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DocuSign: Why Is Filling Out Forms Worth $30bn?
Unlock Premium to read this post →Plus! Rolling Up Sports; Against Net Promoter Scores; Insourcing Everywhere; Non-ESG Investors; Criminalizing Trolling
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Can We Afford the Ownership Economy?
Become a member to gain access →Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
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Daloopa: Data-to-Information Accelerant
Read this article →Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
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AndCo Remixes Commercial Real Estate
Read this article →Plus! Privatizing Emissions; The Put-Seller of Last Resort; Prayer-as-a-Service; (Voluntary) Crypto Regulation; Grinchbots
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HashiCorp: The Markup on Free
Unlock Premium to read this post →Plus! Crypto as Equity Comp; Internal Prediction Markets; Space Tourism Competition; Influencer Crackdown
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Crypto, DAOs and Economic IP Protection
Become a member to gain access →Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
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Longreads + Open Thread
Become a member to gain access →Geothermal, Shein, Robotics, Dalio, IBM PC, Malone, Redstone, Conglomerates
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The Liberty Complex: Cash Flow Today, Taxes Eventually
Read this article →Plus! Portal and Technology Prosthetics; Browsers as a Shopping Tool; BNPL Rules; John Kelly and YOLO Stocks; News Post-Trump
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Constellation: Scaling by Staying Small
Unlock Premium to read this post →Plus! Targeted Ads; The SPAC Spin Strategy; IA, RIP; Not a Universal Online Media Bear Market; Movies and Covid