Minsky Moments in Supply Chains
Plus! The Pension Not-Even-a-Bailout; RIP Good Times, Redux?; Looking at Scale, Backwards; and more...
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Coronavirus: Second-Order Effects
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The Many Near-Deaths of Facebook
Unlock Premium to read this post →Plus! Lambda School math, Coronavirus lead-gen, Lawtech, and 2016 (again)
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SelectQuote: The Platonic Ideal of the Marketing-to-Sales Middleman
Become a member to gain access →Plus! Hackers & Frackers, The Uber seed round, AI national champions, VC social networks, and more...
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Every Platform Business Looks Like Local Politics
Read this article →Plus! IPO as coming-of-middle-age, FB’s epidemiology edge, noise in the credit card data, Big Tech’s partisan alignment, and more...
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The Residential Real Estate Market is Basically Fine, For a Bad Reason
Read this article →Plus! Anarchists, platform politics, gaming the FTC
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Jam: Is Password-Sharing the Future of Marketing or the Last Gasp of Piracy?
Read this article →Plus! The Apple Tax, outsourcing, housing elasticity, what General Magic was missing, Iger, typos
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One Company's Net Dollar Expansion Is Somebody Else's Lower Gross Margin
Read this article →Plus! PE can afford to be subpar, live data on the China lockdowns, and DTC metrics explained
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Private Equity and Software are Competing to Eat the World
Become a member to gain access →Plus! Gnomic VCs, AI companies as software-adjacent, Solomonic financial engineering, the subtleties of fees, and more...
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Lebed, Redux
Read this article →Plus: "Entrepreneurs," egregores, software as modern art
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Foxes, Hedgehogs, VC Alpha, Politics
Read this article →Plus: The Middle-Income Trap, working capital, Lambda School, and empires
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About / Best Of / FAQ
Read this article →Last updated February 19, 2020. I’m Byrne, and I write about things that don’t mean-revert. (If you didn’t find this post via Medium, you probably got to it through my newsletter.) The world is full of phenomena that move in cycles — countries rise and fall, economies speed