Longreads + Open Thread
Ports, Bits About Money, Sneakers, Carbon, Omakase, Nietzsche
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Blimps, Bots, and the Future of Cargo
Read this article →Plus! Bitcoin's Long March: Pensions; Last Mile; Google's Laffer-Style Tax Cut; Sales
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GLG: Who Researches the Researchers?
Unlock Premium to read this post →Plus! Trump SPACs, ESG, and Ninja; Platform Cooperation; Crypto Remains Mobile; Winning the Last Crisis
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Gamestop Remains a Mystery
Unlock Premium to read this post →Plus! Lead Generation; Apple and Interfaces; Walled Gardens in China; Peak News
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Who Regulates Crypto, and How?
Become a member to gain access →Plus! Facebook and Retention; Leaky Bans; ROI; Zillow's Pause
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Longreads + Open Thread
Become a member to gain access →Instant Delivery, Slack, Social Science, Nuclear, Returns, FedEx
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FedEx: Two Bets on Network Effects
Read this article →Plus! Aging Into Owning the Metaverse; Fake Reviews; Ads and Addicts; Coal; Diff Jobs
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The Business of Micro Rental
Unlock Premium to read this post →Plus! Every Business Turns Into an Ad Business; Financial Decoupling; Still Room to Scale; Pay-for-Inclusion; Amazon and Costco; Bitcoin: Made in America
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New Kinds of Funding Mean New Kinds of Managing
Unlock Premium to read this post →Plus! No Parachute; Inequality; Peak Supply Chain Disruption?; Team-Based Hybrid Offices
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NerdWallet: From Built on Microsoft to Built on Google
Become a member to gain access →Plus! Big Tech Sees Like a State: Facebook and the Forests; Housing Liquidity; Information Overload; Getting Money Out of China
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Longreads + Open Thread
Become a member to gain access →Context, Outliers, Tether, Web3, Oil
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Discourses on Big Tech
Read this article →Plus! Sticky Wage Growth; The Coal Boom; Equity and Collateral; Building an Apple Car vs Appleifying a Built Car; Diff Jobs