Criteo: How Low Can a Take Rate Go?
Plus! Facebook and PR Strategy; Business Travel; Unbranding; Iron
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Longreads + Open Thread
Become a member to gain access →.400 Investors, Klein and Cowen, Cashmere, Rock, mRNA
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Yandex: Google Through the Looking Glass
Read this article →Plus! Shifting the Curve; Where Housing Demand Comes From; Throughput; Lobbying; Customer Service-as-a-Service
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SenseTime: Building the China Tech Stack
Unlock Premium to read this post →Plus! Networks of Networks; Inefficiencies; More Privacy; Measurement Error; Textbook Piracy
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Platforms, Taxes, and the 3D Laffer Curve
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Fanatics Inc.: The Spoiler
Become a member to gain access →Plus! Cities and Duration; Disney's Semi-Renegotiation (and the Delta Variant); Car/Chip Convergence; Which Apps Win from a Lower Apple Tax?; Evergrande Continues
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Longreads + Open Thread
Become a member to gain access →China, Chips, ByteDance Philosophy, Hacks, Payments
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Modern Financial History Begins in 1998
Read this article →Plus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
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Quantitative Easing as an Effect of Weirdness, not a Cause
Unlock Premium to read this post →Plus! Many More Ad Bugs; Apparel and Pandemic Shifts; Disinformation Campaigns: Variance, Not Picking Sides; Software is Eating Receipts; IPO Cleanup
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Central Banks Monetize Land
Unlock Premium to read this post →Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
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The Man Whose Bank of England Broke
Unlock Premium to read this post →Plus! Value Traps and GAARP Traps; China and the Tax Question; Building on a Government API; No Theranos Overhang; Roof-Backed Securities
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Longreads + Open Thread
Become a member to gain access →Construction, EDM, Talent, Aerospace, Applied Divinity Studies, Black Wednesday