Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
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Discourses on Big Tech
Read this article →Plus! Sticky Wage Growth; The Coal Boom; Equity and Collateral; Building an Apple Car vs Appleifying a Built Car; Diff Jobs
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Criteo: How Low Can a Take Rate Go?
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Platforms, Taxes, and the 3D Laffer Curve
Unlock Premium to read this post →Plus! Intuit/Mailchimp; Litecoin/Walmart; Rezoning App Real Estate; Distribution; Channel Shifts
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Four Refoundings
Read this article →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
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Learning from the Death of the Afternoon Paper
Unlock Premium to read this post →Plus! Navigating Bubbles; Monopoly and Monoculture; US/China Relations: Unchanged; How Vaccines Get Made; The Container Shortage
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Fracking in the Age of Oil Runoff
Unlock Premium to read this post →Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
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SoFi’s Hedge
Become a member to gain access →Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
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Just One Thing or Every Single Thing?
Read this article →Plus! Media Disintermediation; Amazon’s Tactical PR, Con’t.; Roll Your Own Green Zone
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Understanding Airbnb
Read this article →Plus! Measuring Eyeballs; Property Rights; Reputational Bug Bounties; Running Out the Clock on Tariffs
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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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Contrarian beliefs as a synthetic option
Unlock Premium to read this post →Plus! Google and Grep Risk, App Store Politics, SPACs and IP, Shrinkflation, Dogfooding, More...