Batteries, Interfaces, and the Car Industry's Continuous Future
Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)
←
Back to all posts
-
Unlock Premium to read this post →
-
The Idea-Swapping/Login-Swapping Credit System
Become a member to gain access →Plus! Information Sharing; Hackers and Trust; Banking Divergence; Quitting Coal; Real-Time Data; Privacy Tradeoffs
-
Peloton Doesn't Pattern-Match
Unlock Premium to read this post →Plus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin
-
Softbank's Dreams and Downside Protection
Unlock Premium to read this post →Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
-
Oyo: the the Risk-Stays-on-the-Books Model
Become a member to gain access →Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
-
Consumer Credit and the Strange Recovery
Unlock Premium to read this post →Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
-
Four Refoundings
Read this article →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
-
Bubbles and Easy Money: Quality, Not Quantity
Unlock Premium to read this post →Plus! Gamestop Loss; Gramscian Bitcoin; 2 & 20 Media; Funnel Capture; Airline Loyalty Programs as a DTC Brand; Palantir, From The Inside
-
Beyond GAAP, Or Not
Unlock Premium to read this post →Plus! Institutional Bitcoin; Credit, Trust, and Card-Counting; What Democracy Looks Like; Valuable Discoveries; Shopify and Management by Metaphor; From Full-Stack to Software
-
Why United Airlines Wants to Risk a Run on the Bank
Unlock Premium to read this post →Plus! Negative Rates, Belt and Road, Brazil, China, Uber, Korea, Good News, Anomalies Explained