The Surprising Durability of Google's Growth
Plus! The Browser Business Grows; Ads, Everywhere; The Not-Quite-Everything Store; LNGeopolitics; Negotiations
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Facial Recognition as a Pareto Technology
Read this article →Plus! Diff Jobs; Aligned Incentives; Lord, Make My Country Low-Emissions—But Not Yet; Elasticity; Google/TikTok Coopetition; The Remittance Economy
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Adding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Unlock Premium to read this post →Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
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Gamestop Remains a Mystery
Unlock Premium to read this post →Plus! Lead Generation; Apple and Interfaces; Walled Gardens in China; Peak News
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The Business of Micro Rental
Unlock Premium to read this post →Plus! Every Business Turns Into an Ad Business; Financial Decoupling; Still Room to Scale; Pay-for-Inclusion; Amazon and Costco; Bitcoin: Made in America
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NerdWallet: From Built on Microsoft to Built on Google
Become a member to gain access →Plus! Big Tech Sees Like a State: Facebook and the Forests; Housing Liquidity; Information Overload; Getting Money Out of China
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Your Life is (Almost) a Call Option
Read this article →Plus! Reactive Strategy; Working it Out; Standardizing the Metaverse; Probability; When Payments Work; Introducing Diff Jobs
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The Music Industry: A History of Success Consisting of Five Consecutive Failures
Become a member to gain access →Plus! Platform Tax Cuts; Deep Search; Multimedia; Cross-Agency Cooperation; Is High Corporate Debt a Systemic Risk?
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Yandex: Google Through the Looking Glass
Read this article →Plus! Shifting the Curve; Where Housing Demand Comes From; Throughput; Lobbying; Customer Service-as-a-Service
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The Many Arbitrages of Forbes
Become a member to gain access →Plus! Rogue Arm; Non-Dollar; The Apple Tax and Casual Games; Divvying Up Windfall Profits; Privacy Tradeoffs
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LinkedIn: Survivor
Unlock Premium to read this post →Plus! "Er xuan yi" with American Characteristics; Another Look at the Apple Model; Scale and Weregild; The Window; Speed
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The Superhuman Formula
Unlock Premium to read this post →Plus! Identity; Extending Logistics; Strategy Decay; Instacart and Ads; Burning Abstractions