Amazonifying the Un-Amazonable
Plus! Etsy/Depop: Networks Are Made of People (With Birthdays); AMC's Popcorn; Amazon, Regulator; Rollups and the Mid-Platform; Bubble as Hedge
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Artificial Urgency as a Forcing Function
Unlock Premium to read this post →Plus! Frontend Omnichannel, Backend Specialization; Another Business Mafia; Cloud Computing: Cheap Because it's Expensive; Apple's Leads; Black Starts; Smart Lamps
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Longreads + Open Thread
Become a member to gain access →Email, Kipping, YOLO, Variance, WASPs, China,
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Paradox Interactive, The Little Big Media Conglomerate
Read this article →Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
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AT&T as Ancient Big Tech
Unlock Premium to read this post →Plus! Developers, Developers, Developers; Viral Science; "The Cloud is just some other country's computer"; Stock Radio; Video, In-Person, and Deal Cadence; Credit; Working Capital
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Heuristic/Model Synthesis
Unlock Premium to read this post →Plus! Insourcing; Cheap Capital; Two-Sided Networks; On Commodities; Friction/Monetization Arbitrage
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Two Big Tech Approaches to Capital Allocation
Become a member to gain access →Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
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Longreads + Open Thread
Become a member to gain access →Politics, Upside, Construction, Regulation, Stripe, Amazon
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The Economics of Pseudonymity
Read this article →Plus! Fungible Energy Jobs; Robinhood's Other IPO News; Financial Engineering in Home Improvement; The Case for Steeply Progressive Ad Taxes; Like OPEC In a Good Way
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Email Underload
Unlock Premium to read this post →Plus! Bitcrash; Amazon Ads Matures; Securitized Everything; Why the Colonial Hackers got Paid; Expensive Carbon; Alternative Platforms
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Margins and the Stealth-Tech Strategy
Unlock Premium to read this post →Plus! Auction Economics; No Supply Boom in Lumber (Yet?); Apple and China; Doing VC as a Complement to Getting VC
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The Old Economics & Geopolitics of the New Struggle Over Chips
Become a member to gain access →Plus! Hacks and Liability; Monopoly Triangulation; Medium Tech Sees Like a State; Transient Inflation; Stranded Gas Assets