SVB: Bank of Convexity
Plus! Apple M&A; Countering Patent Trolls; Payments and Network Effects; Fraud Ingredients; RIP 30%?
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DigitalOcean's Information Arbitrage
Become a member to gain access →Plus! Guidance; Auctioning Unicorn Status; 2021's Shortages; Greensill Pre-Mortem; Hybrid Office
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The Road Not Taken: Stripe, Ant, PayTM & Defi
Read this article →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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Plaid's Strategic Non-Merger
Unlock Premium to read this post →Plus! Technical CEOs; Tax Theater; Correlated Volatility; Seeing Like a State Updates
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Big Tech Sees Like a State
Read this article →Plus! Pirate’s Treasure, Redux; Takedowns; Antitrust and Laggy Beliefs; Money, The High-Order Bit; More...
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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...
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Ant Group and China’s Fitful Convergence
Become a member to gain access →Plus! The Startup Cycle; Buybacks; Return-on-Kickback; Legalization; Housing; Big Tech, Monopolies, and Attack Surface; TikTok