What Happens When Most Media Is Produced for an Audience of One?
Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
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Crypto, DAOs and Economic IP Protection
Become a member to gain access →Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder
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Paradox Interactive, The Little Big Media Conglomerate
Read this article →Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
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Stripe and Solid-State Economics
Read this article →Plus! Hulu's Regulatory Arbitrage; Post-Archegos; Patents; Emissions: a Global Problem
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SVB: Bank of Convexity
Become a member to gain access →Plus! Apple M&A; Countering Patent Trolls; Payments and Network Effects; Fraud Ingredients; RIP 30%?
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Understanding Airbnb
Read this article →Plus! Measuring Eyeballs; Property Rights; Reputational Bug Bounties; Running Out the Clock on Tariffs
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Big Tech Sees Like a State
Read this article →Plus! Pirate’s Treasure, Redux; Takedowns; Antitrust and Laggy Beliefs; Money, The High-Order Bit; More...
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Software Is Finally Eating Insurance: Inside the Duck Creek S-1
Unlock Premium to read this post →Plus! Death & Growth Stocks, TikTok Updates, Dead Money Collateral, The Market for Authenticity, more...
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The Paycheck Protection Plan: Where Did The Money Go?
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Why Are Toys Such a Bad Business?
Read this article →Plus! V-Shaped Recovery, Tech Sees Like a State in Indonesia, Clever Currency Games, more...
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How Teledyne Became Ordinary
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