The Road Not Taken: Stripe, Ant, PayTM & Defi
Plus! Facebook's Outsourcing Moderation; Amazon's Outsourced SEO; Scarce and Free Resources; Moderating Social (Pt. 3); Business Travel and Veblen; Intel's Semi-Hack
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The Gun Company Payoff Matrix
Unlock Premium to read this post →Plus! Sanctions, Continued; The More-Than-SolarWinds Hack; Defense Tech; Regulation and Scale; Explaining the Unprofitable Stock Rally; Reverse War Economy Continues
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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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Can An Unstable Asset be a Store of Value?
Unlock Premium to read this post →Plus! State Fiscal Challenges: Not Universal; The Game Theory of a Tech Scene; Counter-Moderation; Venezuela (Gradually) Liberalizes; Ponzi Demographics; Work-to-Rule Protectionism
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SoFi’s Hedge
Become a member to gain access →Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
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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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Poshmark: The Low-Gini Nike
Unlock Premium to read this post →Plus! News Recap; News-About-News Recap; AI and White-Collar Jobs; Insiders, Outsiders, and Short-Selling; Yale Buys Low; More on Cybersecurity
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Content Moderation and Regulatory Capture
Unlock Premium to read this post →Plus! Martian Jurisdiction, Foxconn and the Henhouse, Data Insurgents, Apple’s Search Game Theory
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Recursive R(t)
Unlock Premium to read this post →Plus! Clone Day; Amazon: Publisher or Store? More Advertising; Retail Risk; Reliance; More...
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TikTok and the New Old Normal
Unlock Premium to read this post →Plus! Incubation, Meat and the Bullwhip Effect, Russia’s Defense Cuts, CarbonCoin, More...
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Revenue-Based Lending: It's Close Enough to Equity
Unlock Premium to read this post →Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma
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Asana: Ontology-as-a-Service
Unlock Premium to read this post →Plus! IPO Pops, Passive Distortions, Covid: Paychecks and Spending, Mexico Reshoring, Facebook Moderation