Platform Ideology
Facebook’s Research Commitment; Peak EQ; Monetizing TikTok; Airlines Reprice; Kinder, Gentler App Store; The Reliance Model, Continued
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Ant Group and China’s Fitful Convergence
Become a member to gain access →Plus! The Startup Cycle; Buybacks; Return-on-Kickback; Legalization; Housing; Big Tech, Monopolies, and Attack Surface; TikTok
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Business Model Meta-Models
Read this article →Plus! Fed Maximalism, CFOs, TikTok, IPOs vs Direct Listings, Death and Base Rates, Rapid testing, Wuhan, Politics in a One-Party State
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Snowflake and the Price of Simplicity
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Palantir: On Business, Cults, and Politics
Read this article →Plus! Wirecard, Yuan, Housing, Financial Education for Future 1%ers, Alphabet Insurance
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Asana: Ontology-as-a-Service
Unlock Premium to read this post →Plus! IPO Pops, Passive Distortions, Covid: Paychecks and Spending, Mexico Reshoring, Facebook Moderation
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The Vindication of Discounted Cash Flow Models
Become a member to gain access →Plus! Diff Scholarships, Palantir, Nuclear Diplomacy, Minsky and Paper Towels, Dubai and Scaling, Slacklash, more...
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Amazon: A New Kind of Antitrust Risk
Read this article →Plus! Subscriber Call, PPE Nationalism, Vaccine Internationalism, Macro Renaissance, Technology-Governance Fit, more...
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Microsoft and Costly Diversification
Unlock Premium to read this post →Plus! Bond Boom, Mismeasuring Fake News, Taiwan Hacks, Gym Speakeasies, All-You-Can-Fly, and more...
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Facebook and Superlinear Risk Scaling
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Alphabet and Things That Don’t Scale
Unlock Premium to read this post →Plus! The City Cycle, Consultants, Recruiting Around Universities, 60/40
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Netflix: Product vs. Feature Competition
Become a member to gain access →Plus! Vaccine Logistics; FB, Apple, Metternich; Cloud Computing and Backwards Compatibility; more...