Longreads + Open Thread
Japan, Altman, COBOL, China, Factors, Geoengineering, LTV, Mistakes
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What Happened to all the Diamonds in the Rough?
Read this article →Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
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Peloton Doesn't Pattern-Match
Unlock Premium to read this post →Plus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin
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Samsara: The Internet of (Expensive) Things (With Wheels)
Become a member to gain access →Plus! Scaling Streaming; Auctions and Customer Acquisition; Meta's Missing Attrition; Facebook and Radicalization; When Multi-Cloud Doesn't Work
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Longreads + Open Thread
Become a member to gain access →Speed, Glucose, Enron, Philanthropy, Sewer Robots, Fracking, SoftBank
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Defensive Monopolies
Read this article →Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
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Softbank's Dreams and Downside Protection
Unlock Premium to read this post →Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
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Splitting Up
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On Jargon
Become a member to gain access →Plus! Annual Subscriptions as Startup Capital; Pigovian Benefits; Covid and Knowledge Diffusion; LinkedIn and Incentives; Lithium
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Longreads + Open Thread
Become a member to gain access →R&D Politics, Coffeehouses, Chargers, Digital Currency, Greedy Algorithms, Civil War
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The Coming Carbon Short-Squeeze
Read this article →Plus! The Streaming Race; Captive Banks; Construction Credit; Illiquidity Doesn't Always Pay; Instacart Shifts Further Towards Ads
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Why Coolness-Aggregating Platforms Have Limited Pricing Power
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