Collecting Rents by Inventing Property
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
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Data's Limits and the Judgment Gap
Read this article →Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
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To: Elon; Subject: Congratulations(?)
Become a member to gain access →Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
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Regulating Big Tech is a Product Problem
Read this article →Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
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What Works in SaaS Pricing
Read this article →Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance
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One-Shot Sanctions
Unlock Premium to read this post →Plus! Hacks; Digital Prosthetics and Mixed Media; Energy Independence; The New Map; Order Frequency
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Xbox: The Misfit
Unlock Premium to read this post →Plus! Microsoft's Pre-Regulation; B2B Super Bowl Ads; Flighty Retail Investors; Discount Airlines; Carbon Short Squeeze Update; Payments, Messaging, and Network Effects
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Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
Read this article →Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
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The Superhuman Formula
Unlock Premium to read this post →Plus! Identity; Extending Logistics; Strategy Decay; Instacart and Ads; Burning Abstractions
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Positive Spillovers from the Pandemic
Become a member to gain access →Plus! Cash Leaks; Decarbonization Updates; The Instacart Model; GameStop; Telegram as a News Source; A 50/49/1 Split
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The Privacy Front in the Messaging Wars
Read this article →Plus! GameStop; Too Much of a Good Thing; Controlled Boom; Decarbonizing; Taiwan and China; Local News