Fun With Float
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Hand-Crafted Artisanal Liquidity Provision
Become a member to gain access →Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
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Taylorism-as-a-Service: The Economics of Picky Platforms
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What Happened to all the Diamonds in the Rough?
Read this article →Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
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Buybacks and the Complexity Discount Premium
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Electrocloud!
Read this article →Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
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Oscar: Upstart Economics, Incumbent Risks
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Who Benefits from Less Travel?
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A Painful Parable about Insurance and Incentives
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The Gamer/Arbitrageur to Generalist Pipeline
Read this article →Plus! Office Politics, Redux; Vaccine as Perk; Who Owns User Data?; Tech Sees Like a State, Test-and-Trace Edition;The Negotiate-With-Hackers Hack; More...
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Uber: From World Domination to Industry ETF
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Software Is Finally Eating Insurance: Inside the Duck Creek S-1
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