Spotify and Using Ubiquity
Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
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AppLovin's Double-Pivot
Become a member to gain access →Plus! Search, Distribution, and Platform Shifts; Dueling Subsidies; Signal and Noise in Employment Numbers; Who Gets Hit by Logistics Problems; Platforms, Publishers, and In Between
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Katitas: Making a Market in an Asset With an Expiration Date
Unlock Premium to read this post →Plus! Pigouvian Vax Tax; Platform Arbitrage; The Curve;The School to School District Transition; Price Hikes
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Carta: Bringing Tech Companies Back to the Futuristic 1990s
Unlock Premium to read this post →Plus! Rogan -> Spotify, NYT 3P -> 1P, Conferences ,Theaters, Microsoft Build, Facebook Shops,