Adding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
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GLG: Who Researches the Researchers?
Unlock Premium to read this post →Plus! Trump SPACs, ESG, and Ninja; Platform Cooperation; Crypto Remains Mobile; Winning the Last Crisis
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Identity and the Login: Who Owns "Who's That?"
Read this article →Plus! Facebook Apologetics; Food Delivery and Unit Economics; More Air Taxis; Business and China
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Making Bundling an Auto-Antonym
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Duolingo's Efficient Frontier
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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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SVB: Bank of Convexity
Become a member to gain access →Plus! Apple M&A; Countering Patent Trolls; Payments and Network Effects; Fraud Ingredients; RIP 30%?
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Aramco the State Capacity Bankroll
Become a member to gain access →Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
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Understanding Archegos
Unlock Premium to read this post →Plus! Predictions are Hard, Except About the Distant Future; Defense Tech; Supply Chains are Not Trivial; Another Year Without a Summer (Of Tourism, In Some Places); Many Chip Supply Chains
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Two Privacy Stacks
Unlock Premium to read this post →Plus! The Next Hack; Cloud and Open Source; New Social Graphs; Fintech Companies with Planes; Bitcoin and Renewables
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Three Bull Cases for Starlink
Read this article →Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
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When the world's top economic think tank was located in Redmond, Washington
Unlock Premium to read this post →Plus! Clubhouse and Clubhouses; Private Planes Go Public; More Decarbonization; Supply Chains as a Hostage Negotiation; Coasian Parliament