Progyny: Fertility Inc.
Plus! “The Postmates Effect”; The Optimistic V/L Recovery; Tech Sees Like a State: Carbon; Back Doors' Back Doors; Privacy as a Property Right
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Engineering a Conglomerate
Read this article →Plus! Pretty Bad Privacy; Exercising the Whistleblower Option; Who Owns Streamed Games; Rebooting Transit; Rationalists and Thymos; More...
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How Fragile is China’s Financial System?
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Palantir: On Business, Cults, and Politics
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Residential Real Estate After Covid
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The Bullwhip Effect
Read this article →Plus! State Capacity Liquidationism, Hong Kong, Infrastructure, Big Tech
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It's Hard to Make Money Shorting Worthless Stocks
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Inventing Postwar Europe
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Lemonade's S-1: Solving the Market for Lemons
Read this article →Plus! Zoom, Drawdowns, Facebook, Reopening and Stay-Opening, Short Laws, Tech Astroturf, more...
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ZoomInfo: IPO of an Accidental LinkedIn Clone
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When Every Company Tries to be a Bank
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A Useful Economic Law That's Always Wrong
Unlock Premium to read this post →Plus! Covid winners, Covid losers, Apple Tax cut, Zoom Backlash, Information Overload