There's Always Another Greensill
Plus! Meta; Other Metaverse Plays; Return on Talent; Vertical Search; Affinity Banking
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Should Meta Be Run for Cash Flow?
Unlock Premium to read this post →Plus! Fun While It Lasted; Sanctions; Fast Delivery Can Work (But Not If It Grows Too Fast); Price Discrimination; Assets and Liabilities
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Snowflake, Revisited
Become a member to gain access →Plus! Microsoft's Antitrust Edge; The Free Time Dividend; Feedback Loops; The News Business; Ending the Traffic Jam; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Biased Coins; Baby Booms; McKinsey; Collusion-by-Software; Boards; Chips
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Are Data Center REITs a Differentiated Asset or Overvalued Air Conditioning Resellers?
Unlock Premium to read this post →Plus! Consumer of Last Resort; Inverting the Software-as-Regulator Dynamic; Snap; No Defense Boom Yet; Scaling
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Single Points of Failure
Unlock Premium to read this post →Plus! Cheap Japan; Software as Regulator; Bootstrapping NFTs; Collateral; Two Kinds of Uber Ads
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Zeta Global: Navigating the Ad Stack
Unlock Premium to read this post →Plus! The Shape of the Housing Decline; SPAC Success; More to Learn in Social Media; Always a Bull Market Somewhere; China and Chips
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The Rise of Single-Result Search Products
Become a member to gain access →Plus! Mango Manipulation; The Other Emerging Labor Shortage; China's Labor Shortage; Unspinning; Bad News; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Timing; High-Speed Rail; Compatibility; Banking; Velocity; Grocery; Resets
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Snail Games and One-Hit Wonders
Unlock Premium to read this post →Plus! E.F. Hutton; The Second-Derivative Tech Slowdown; The Equity Risk Premium; Netflix's Limited Land-Grab; Elasticity
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The Single-Product Bundle and the Bundling Continuum
Unlock Premium to read this post →Plus! Margin Lending, Like Market Making is Option Writing; Financial Engineering; Apple Ads!; AI; Personal Finance ESG
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The Honest Company: Can Influencer Marketing go Full-Stack at Scale?
Unlock Premium to read this post →Plus! Attribution; Spam; Folk Backtests; Insolvent Central Banks; Counterfeits and Marketing