How Much Internal Mobility is Too Much?
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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There's More Than One Search Business Model
Unlock Premium to read this post →Plus! Alpha and Attribution in VC; Background and Foreground Streaming; Capital Advantage; Non-Recarbonization
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Distribution-to-Content Disruption: Lessons from Early HBO
Unlock Premium to read this post →Plus: Ukraine; Early-Stage Money Flows; Cyclicality in Crypto; Sanctions and Fungibility; Continuous Evaluation
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VC and the Systematic Search for Outliers
Become a member to gain access →Plus! The Paradox of Decentralization and NFTs; Pigouvian Benefits Update; Two Kinds of Growth; Accidental Shortages; LNGeopolitics, Continued
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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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What Happens When You Buy at an All-Time High?
Read this article →Plus! Diff Jobs; Amazon and Ads Ads Ads!; NFTs as Tickets; Wages: Who's Losing?; Media-to-Monetization; Negawatts
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Unlock Premium to read this post →Plus! Markets and Clearinghouses; Review Filtering; Creator Funds; Subscriptions as an Asset Class; "Pay to Quit"
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Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
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Keeping Options Open: The Equity Compensation Story
Read this article →Plus! Prime Elasticity; Labor Arbitrage; Location Arbitrage; Legal Accessibility
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The Valuation Arbitrage Keiretsu Model
Become a member to gain access →Plus! Reshuffling Human Capital; Viral Distribution; The Supply Chain Survived; A Bullwhip Effect in Housing?; The Founder CEO Premium
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The "Kids These Days" Model of User Retention
Unlock Premium to read this post →Plus! Tax Traps and Heterogeneous Preferences; Software Eats Lines; Number Cruncher Indigestion; Edge; The Other Last Mile
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The Promise and Paradox of Decentralization
Read this article →Plus! Valuation Arbitrage; Labor Liquidity; Pricing Power; Diff Jobs