SimilarWeb and the Business of Leasing Data
Plus! Facebook and Audio; Security Updates; Bad Bank; Inflation; Inflation (pt. 2)
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Partial Deregulation as an Antipattern
Read this article →Plus! China's Inflation Inflection; The Next Amazon IPO; The First Shopify Pivot; The Other Two Supply Chains; Non-Monolithic China
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How Apple Can Own I/O to Own the Universe
Become a member to gain access →Plus! The Great Inflation; Two-Way API Businesses; Zoom and Cities; From ETrade to eToro; Hardware-as-a-Service
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Why A "Commodity Supercycle" is Unlikely
Unlock Premium to read this post →Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
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What's Happening in Logistics
Read this article →Plus! Infohazards, How The Grinchbots Steal Inflation, The Hack Expands, AR and the Physical/Digital Switch, Antitrust and Real Interest Rates
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Climate Control and Financial Centers
Become a member to gain access →Plus! Gogol, Coase, and McKinsey; Theaters and Collective Action; How Bubbles Work; Inflation
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Does the US Electorate Prefer Deflation?
Unlock Premium to read this post →Plus! China and Investment-to-Consumption; Netflix’s Economics at a $1,600 GDP Per Capita; The Product/Ad Bundle; Russia Taxes Tycoons; More...
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Opendoor Restructures Real Estate
Unlock Premium to read this post →Plus! Commoditization and Information Gaps; Apple’s Bundle; Google Meet and Vendor Shrinkage; Good Product vs Good Business; Onions and Precedents; more...
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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
Unlock Premium to read this post →Plus! Accreditation; Saudi Arabia; The China Model; Inflation; Turkey, Energy, Dollars; Japan and Counterintelligence
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If Y Combinator is the New College, What’s the New Y Combinator?
Unlock Premium to read this post →Plus! Chipotle and Jobs, WhatsApp's Social Credit, Policy Omnipotence, Amazon Critics, and more...
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Communications, Commerce, and Money as the High-Order Bit
Read this article →Plus! Levered Pensions, eBay, Bankruptcy, Chip Wars, more...