DocuSign: Why Is Filling Out Forms Worth $30bn?
Plus! Rolling Up Sports; Against Net Promoter Scores; Insourcing Everywhere; Non-ESG Investors; Criminalizing Trolling
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Roper: Capital Allocation by Formula
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SenseTime: Building the China Tech Stack
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Cloudflare's Intelligent Design
Read this article →Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
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What Salesforce is Selling (and Buying)
Read this article →Plus! Multilateral Vaccine Diplomacy; State Capacity Straussianism; Bicameral Diplomacy; Chip Insourcing, Slowly; Password Price Discrimination
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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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DoNotPay: The API for IRL
Read this article →Plus! The Index; Twitter: Subscale; Chaos Engineering; Space Law; The Login Layer
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The IPO Market: Too Expensive for Sellers
Become a member to gain access →Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops
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Roblox: Tweenage Mutant MMT-ers
Become a member to gain access →Plus! The Gini Coefficient Bull Case for SaaS; Big Banks as Common Carriers; Yuan Bonds; In-House Chips; Understanding Consulting
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Meta Performance Indicators
Become a member to gain access →Plus! Supply Chains, SMIC, Second Wave, Vacation Home Homes, Mission Focus, More...
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When the Pay-Per-API-Call Model Pays
Unlock Premium to read this post →Plus! Very Local Network Effects, Reshoring in Asia (And Elsewhere), False Economies, Chum M&A, Germany’s Auto Policy
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Revenue-Based Lending: It's Close Enough to Equity
Unlock Premium to read this post →Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma