Longreads + Open Thread
Logistics, History (x2), Privacy, Softbank, Bell Labs
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Shifting the Curve: Why Climate Matters More
Read this article →Plus! Online-to-Offline; Consolidation; Unintended Consequences; Supply Chains as Banking Systems; International Software Nationalism
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83 Million Subscale Landlords
Unlock Premium to read this post →Plus! Subscriber Call; Misappropriation; The Bullwhip Effect; Opex is Revenue, Recursively; Rev-Share Rent; Data
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DiDi: Ridesharing on Day One
Unlock Premium to read this post →Plus! Identity; Deescalation; Inflation is Everywhere but the Bond Market Statistics; Privatization in South Africa; Protectionism
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Clear Secure: A Different Kind of Identity Company
Become a member to gain access →Plus! Distributed Spam; Credential Sharing; Privacy and Scoundrels; Tax Globally, Credit Locally; Free Trade Experiments; The Cure For High Prices
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Longreads + Open Thread
Become a member to gain access →Construction, Scaling, Privacy, Post-Theranos, DCF Roomba
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A Normal Country?
Read this article →Plus! Negative-Marginal-Cost Billboards; Spillovers; Piecemeal Privatization; Financial Protectionism
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Made in USA 2025?
Unlock Premium to read this post →Plus! Proper Social Media Deportment; Semi-Open; Responsive Spying; Open Auctions; Sanctions Inversion
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TikTok as the Breeder Reactor of Content
Unlock Premium to read this post →Plus! Security First; Working Capital; FaceTime, Semi-Social Network; Greenspinning; Global Taxes
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Alibaba and State-Owned Enterprises
Become a member to gain access →Plus! Tech Nationalism; Globalizing Accounting; Restaurant Elasticity; 15%
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Longreads + Open Thread
Become a member to gain access →SPACs, Lab Leak, Movies, China, Deng, Bytedance
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Prediction Markets and Worse is Better
Read this article →Plus! De-Dollarization on Paper; The Amazon Bundle; The Extension Market; Zombie Airlines; Supersonic; Fractal Fraud