What Happened to the Outsourcing Threat?
Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting
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Longreads + Open Thread
Become a member to gain access →Cloud Kitchens, Encana, DEC, Websites, Irish Banks,
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Surviving a Combinatorial Explosion
Read this article →Plus! Sanctions, Cautiously; Adtech Always Adds Layers; Unfundable Mines; Less Marginal Business
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Understanding Squarespace
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SimilarWeb and the Business of Leasing Data
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Truncating the Tails
Become a member to gain access →Plus! Wordpress, Google and the Standards Struggle; SolarWinds, In Depth; Bitcoin Minus Carbon; Face Value; News That's Fit to Click
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Longreads + Open Thread
Become a member to gain access →Wealth, Speech, Taiwan, Legitimacy, Charter Cities, Licklider
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Cloudflare's Intelligent Design
Read this article →Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
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Learning a Little from Ponzi Schemes
Unlock Premium to read this post →Plus! Coinbase; Tiger and Turnover; The Finance Dialectic; The Hostile Amazon Bundle; Cybersecurity Updates
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Accidental Banks Are Worth More Than Intentional Ones
Unlock Premium to read this post →Plus! Tapping SPAC Brakes; Trust-Busting and Variance; Limits to Asset Class Stickiness; The Bullwhip Effect Arrives
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Aramco the State Capacity Bankroll
Become a member to gain access →Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
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Longreads + Open Thread
Become a member to gain access →Geezer Teasers, Intel, Vaccines, Message Board Theorists, Roblox Correspondents, Projects