Weber and Traeger: From Selling Durables to Selling Durably
Plus! Airport Nationalism; Wages & Benefits; Business Travel Returns; The Branded Inbox; Fees
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Chumboxes or Trust-Busters? Taboola and Outbrain
Read this article →Plus! Sticky Wages; Robinhood!; Search Engines; 1-to-M-of-N Secret Sharing; Housing
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Made in USA 2025?
Unlock Premium to read this post →Plus! Proper Social Media Deportment; Semi-Open; Responsive Spying; Open Auctions; Sanctions Inversion
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Who Amazon Grows With
Unlock Premium to read this post →Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models
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The "Write Once, Run Anywhere" Growth Model
Unlock Premium to read this post →Plus! Revealing the Cyber Risk Long Tail; White-Hat Extension Monetization; Techno-Nationalism; Long-Tail Limits; Existential Risk is Less Existential Lately; Cap Structure Arbitrage Arbitrage
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The Rich Are Different (Even Adjusting for Factor Exposures)
Unlock Premium to read this post →Plus! Anonymity is a Free Call Option; The Limits to Transparency; Apple and the Smart Home; Clickless Search; The Cost of Ransomware; Reflexive M&A
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The Apple/Google Search Relationship as an Economic Template
Become a member to gain access →Plus! Non-Fungible Tokens; Indie.VC; "Digital Decolonisation"; Tech Sees Like a State: Vaccination Edition; Where Amazon Earns
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The Road Not Taken: Stripe, Ant, PayTM & Defi
Read this article →Plus! Facebook's Outsourcing Moderation; Amazon's Outsourced SEO; Scarce and Free Resources; Moderating Social (Pt. 3); Business Travel and Veblen; Intel's Semi-Hack
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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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E-Commerce, Advertising and Perfect Price Discrimination
Become a member to gain access →Plus! Regulatory Arbitrage in Housing; “The first year of the 21st century”; Big Tech Sees Like a State: Consumer Protection; Where is “China as Number One?”
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Building an Incomplete Graph
Unlock Premium to read this post →Plus! Boy Band National Champions;Protein Folding; Golden Handcuffs; Amazon vs Wish Rolls On
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Content Moderation and Regulatory Capture
Unlock Premium to read this post →Plus! Martian Jurisdiction, Foxconn and the Henhouse, Data Insurgents, Apple’s Search Game Theory