Moderna's Bets: Moonshots and Platforms
Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
←
Back to all posts
-
Sign up for free to gain access →
-
Qurate: How Fast Does the Ice Cube Melt?
Unlock Premium to read this post →Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
-
The Economics of Gas Stations
Unlock Premium to read this post →Plus! A Preview, From China; Noisy Data; Platforms; Another Shortage; Hacking and Options
-
The Network Before the Internet
Sign up for free to gain access →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
-
Fiscal and Monetary Policy for Platforms
Unlock Premium to read this post →Plus! Tiger; Amazonifying; Automation; Apple's Depth; Harvesting Lawsuits
-
Snap: The Relentless Quest to Own the Interface
Sign up for free to gain access →Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
-
Autocomplete is the Express Route to Local Maxima
Unlock Premium to read this post →Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
-
Taylorism-as-a-Service: The Economics of Picky Platforms
Unlock Premium to read this post →Plus! Network Effects, Perceived and Real; Options and Futures; Cyber Insurance; More Crossover Funds; Closed on top of Open
-
Xbox: The Misfit
Unlock Premium to read this post →Plus! Microsoft's Pre-Regulation; B2B Super Bowl Ads; Flighty Retail Investors; Discount Airlines; Carbon Short Squeeze Update; Payments, Messaging, and Network Effects
-
Pod People
Unlock Premium to read this post →Plus! Fast Failure; Tactical M&A; Internal Recruiting; Quant Spring; The Moderna Platform
-
Can We Afford the Ownership Economy?
Sign up for free to gain access →Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
-
Why Coolness-Aggregating Platforms Have Limited Pricing Power
Unlock Premium to read this post →