Metrics and Email Turnaround
Plus! Dividends; Youth; Power; Reviews; Disclosure
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How Much Internal Mobility is Too Much?
Become a member to gain access →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
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Who Regulates Crypto, and How?
Become a member to gain access →Plus! Facebook and Retention; Leaky Bans; ROI; Zillow's Pause
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The Music Industry: A History of Success Consisting of Five Consecutive Failures
Become a member to gain access →Plus! Platform Tax Cuts; Deep Search; Multimedia; Cross-Agency Cooperation; Is High Corporate Debt a Systemic Risk?
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Gitlab: Remote-First, First
Unlock Premium to read this post →Plus! Gas; Everything Turns Into Ads...; ...Or Attach Rates; Globalizing the China App Model; AI Safety in China
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Hybrid How Long?
Become a member to gain access →Plus! Twitter as Lead Gen; Missing Primitives; Durable Ad Budgets; Citizen, Kabul Edition; Ark Invest and the Double Momentum Trade
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Cricut and Hardware Economics
Unlock Premium to read this post →Plus! The Asset-Light Theory of Human Civilization; Dark Patterns; Maturity Transformation at the Met; Amazon's Regulatory Arbitrage; Leaving Google; Supermicro, Again
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Patent Platforms
Become a member to gain access →Plus! The New Strain; SolarWinds, Redux; Complements and Customer Lifetime Value; China and Reform; Google Union; More APIs for IRL
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Why Duopolies?
Unlock Premium to read this post →Plus! The City Network Effect Unwind; Hardware-as-a-Service; Facebook Feedback; 1-to-N Moonshots; Election