Adpocalypse When?
Plus! Googlifying Google Shopping, Tailwinds, Video Chat Convergence, Blockchain and the Surface Area of Crime
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The Alternative Data Primer, Part 2: Buyers, Sellers, Conflict
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The Alternative Data Primer, Pt. 1
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Games Workshop: In The Grim Dark Future, There Is Only High Incremental Operating Margin
Become a member to gain access →Plus! Winners, Losers, Liquidity-Seekers; Colleges; Time To Build; Pension Bailouts, (Almost) Every Tech Company Becomes a Bank, more...
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Sparta, LARPs, Ivies
Read this article →Plus! YC Undoes Something That Doesn't Scale, Why There Aren't Enough Masks, Out-Aggregating Amazon, and more...
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Korea's Samsung or Samsung's Korea?
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Whistleblower Rewards: A Paper Trail Tax and a Fraud Subsidy
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The Minimum Viable Multinational Media Conglomerate
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Which Part of Travel Recovers First?
Become a member to gain access →Plus! Contact Tracing, Delivery Economics, Square Stimulus, Electricity, COBOL, Pensions, Moore's Law, more...
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Investing as a Rationality Dojo
Read this article →Plus! Fast Grants, (literal) Bandwidth, Electricity, (metaphorical) Bandwidth, Paradigm Shifts, More...
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Has the "Long Deflation" Broken Price Signals for Consumer Goods?
Read this article →Plus! Airbnb, SMB data, Adpocalypse, Black Swan funds, Zoom's Reputational Bug Bounty
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Cropped tweets show why Instagram is winning
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