A Global Business Doesn't Mean Winners Around the Globe
Plus! The Other Amazon Tax; The Chip Cycle; Real Estate Transitions; Security and Liability; Launch Cadence and Reputational Risk
←
Back to all posts
-
Unlock Premium to read this post →
-
Facebook and the Dogfood Problem
Unlock Premium to read this post →Plus! Currency; Market Pricing; Substitution; Bitcoin's Long March: Tax Edition; First-Party Data
-
Oyo: the the Risk-Stays-on-the-Books Model
Become a member to gain access →Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
-
Longreads + Open Thread
Become a member to gain access →Obesity, Narrative, Cloud, The Coin, Reputation, Virtue
-
Your Life is (Almost) a Call Option
Read this article →Plus! Reactive Strategy; Working it Out; Standardizing the Metaverse; Probability; When Payments Work; Introducing Diff Jobs
-
De-Globalizing Luxury
Unlock Premium to read this post →Plus! Rumor Becomes Fact; Egress; Net Present Value; Chilling Effects as a Policy Tool
-
Connected TV Advertising and the 360° Turnaround
Unlock Premium to read this post →Plus! Local Shortages Globalize Markets; Junk Bonds as a CRM Business; Ad Attribution; Facebook's Pause; What Bitcoin Miners Sell
-
The Music Industry: A History of Success Consisting of Five Consecutive Failures
Become a member to gain access →Plus! Platform Tax Cuts; Deep Search; Multimedia; Cross-Agency Cooperation; Is High Corporate Debt a Systemic Risk?
-
Longreads + Open Thread
Become a member to gain access →Protein & Wheat Diplomacy, Org Charts, Death, Algorithms, Machiavelli, Strauss
-
Identity and the Login: Who Owns "Who's That?"
Read this article →Plus! Facebook Apologetics; Food Delivery and Unit Economics; More Air Taxis; Business and China
-
The Other Box
Unlock Premium to read this post →Plus! Revenue and Recognition; Evergrande Continues; Pensions Get Saner; NFTs: Fundable; The "Forever CEO"
-
Gitlab: Remote-First, First
Unlock Premium to read this post →Plus! Gas; Everything Turns Into Ads...; ...Or Attach Rates; Globalizing the China App Model; AI Safety in China