Vail Resorts: Land and Loyalty
Plus! Pantry Mode; Shock Absorbers; Unwinding; Excel Killers, Excel Complements; Shopify Moves Up the Funnel
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Invisible Media Models
Become a member to gain access →Plus! P2P+; Real-World Abstractions; China's Unicorn Shortage; Living in the Unevenly Distributed Future; Housing: The Long-Term View
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Shifting the Curve: Why Climate Matters More
Read this article →Plus! Online-to-Offline; Consolidation; Unintended Consequences; Supply Chains as Banking Systems; International Software Nationalism
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Prediction Markets and Worse is Better
Read this article →Plus! De-Dollarization on Paper; The Amazon Bundle; The Extension Market; Zombie Airlines; Supersonic; Fractal Fraud
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AT&T as Ancient Big Tech
Unlock Premium to read this post →Plus! Developers, Developers, Developers; Viral Science; "The Cloud is just some other country's computer"; Stock Radio; Video, In-Person, and Deal Cadence; Credit; Working Capital
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Heuristic/Model Synthesis
Unlock Premium to read this post →Plus! Insourcing; Cheap Capital; Two-Sided Networks; On Commodities; Friction/Monetization Arbitrage
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The Value of Time Rounds to Either Zero or Infinity
Read this article →Plus! Limits to Hardware-as-a-Service; Shareholder Activism in Japan; Flipping (pt 1); Flipping (pt 2); Better Disclosure
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Disney's Pivot
Unlock Premium to read this post →Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement
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Learning from the Death of the Afternoon Paper
Unlock Premium to read this post →Plus! Navigating Bubbles; Monopoly and Monoculture; US/China Relations: Unchanged; How Vaccines Get Made; The Container Shortage
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Homesteading Mental Models
Read this article →Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
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Just One Thing or Every Single Thing?
Read this article →Plus! Media Disintermediation; Amazon’s Tactical PR, Con’t.; Roll Your Own Green Zone
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Covid Baby Bust or Baby Boom?
Unlock Premium to read this post →Plus! Tech and Journalism; Competition; Equity for Gig Workers; Content Studios and Talent Agencies; Death of a Carry Trade