Coinbase: When the Stock Competes With the Product
Plus! The Individual Contributor Factor; Science and Aging; Revenge Businesses; Supply Chains and the Surface Area Problem; In-House Silicon; Temporary Regulatory Arbitrage
←
Back to all posts
-
Become a member to gain access →
-
DoNotPay: The API for IRL
Read this article →Plus! The Index; Twitter: Subscale; Chaos Engineering; Space Law; The Login Layer
-
How the Pandemic is Fixing Some of the Real Estate Market’s Flaws
Read this article →Plus! Measuring the World’s Largest Economy; Showrooming and Retail; Google Continues to Disaggregate Pages; Canada Policy Goes Post-Covid; The Bus Factor; More...
-
Inside the House Report on Big Tech and Competition: Part II
Read this article →Plus! Yelp’s Crypto-Coinbase Moment; Life at a Hypergrowth Startup; Microsoft’s App Principles; Square and Bitcoin; More...
-
Inside the House Report on Big Tech and Competition: Part I
Unlock Premium to read this post →Plus! OPEC’s Game Theory; Reddit Returns to Tradition; LendingClub Gets Exclusive; Games Eat the Real World; “Full-Stack SPAC”; More...
-
The Right Amount of Fraud
Unlock Premium to read this post →Plus! Long-Termism, The Internet of Things and Abstractions, Games and Credit, Domestic Markets, 20%: The New 30%, Trickle-Down Monetary Policy, China’s Red Lines, Road Shows and Signaling
-
Microsoft and Costly Diversification
Unlock Premium to read this post →Plus! Bond Boom, Mismeasuring Fake News, Taiwan Hacks, Gym Speakeasies, All-You-Can-Fly, and more...
-
Software Is Finally Eating Insurance: Inside the Duck Creek S-1
Unlock Premium to read this post →Plus! Death & Growth Stocks, TikTok Updates, Dead Money Collateral, The Market for Authenticity, more...
-
TikTok: Build/Buy/Ban
Become a member to gain access →Plus! Onshoring India, The China Model Outside China, Tech Sees Like a State, Unbundling Equity Research, more...
-
If Y Combinator is the New College, What’s the New Y Combinator?
Unlock Premium to read this post →Plus! Chipotle and Jobs, WhatsApp's Social Credit, Policy Omnipotence, Amazon Critics, and more...
-
A Uranium Shortage, Someday
Unlock Premium to read this post →Plus! 1.5th Wave, Unemployment Cliff, TikTok, Transparency, more...
-
Microsoft and the Triumph of Fixed Mindset
Unlock Premium to read this post →Plus! India and China, Capital as a Service, Broken Apps, Space Cloud, more...