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
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Qurate: How Fast Does the Ice Cube Melt?
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The Economics of Gas Stations
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The Network Before the Internet
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Fiscal and Monetary Policy for Platforms
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Snap: The Relentless Quest to Own the Interface
Become a member to gain access →Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
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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
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Taylorism-as-a-Service: The Economics of Picky Platforms
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Xbox: The Misfit
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Pod People
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Can We Afford the Ownership Economy?
Become a member to gain access →Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
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Why Coolness-Aggregating Platforms Have Limited Pricing Power
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