Gamestop Remains a Mystery
Plus! Lead Generation; Apple and Interfaces; Walled Gardens in China; Peak News
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FedEx: Two Bets on Network Effects
Read this article →Plus! Aging Into Owning the Metaverse; Fake Reviews; Ads and Addicts; Coal; Diff Jobs
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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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Hybrid How Long?
Become a member to gain access →Plus! Twitter as Lead Gen; Missing Primitives; Durable Ad Budgets; Citizen, Kabul Edition; Ark Invest and the Double Momentum Trade
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Taking Strategy Seriously
Read this article →Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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Nextdoor: Old Model, New Networks
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We are All Buffettologists Now
Read this article →On the other hand...
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AWS. Scale.AI. Lego.
Unlock Premium to read this post →Plus! Shale; Specialized Fintech; Cherry-Picking; Vegas; Overdrafts
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Clear Secure: A Different Kind of Identity Company
Become a member to gain access →Plus! Distributed Spam; Credential Sharing; Privacy and Scoundrels; Tax Globally, Credit Locally; Free Trade Experiments; The Cure For High Prices
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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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Valve's Recursive Model
Become a member to gain access →Plus! Margin Call; The Late-Career MBA; Dark Kitchen R&D; Reopening; Panoptic Property Rights
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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