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2U, Education, and Lead Generation
Unlock Premium to read this post →Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
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Block: Designing Payments, Mismatched Networks
Unlock Premium to read this post →Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
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Auctioning Information
Unlock Premium to read this post →Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March
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The History Problem
Unlock Premium to read this post →Plus! Downsides to the Solid-State Economy; BeReal; ESG Retaliation; Believing the Data; Dependency
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Pinterest's Twin Challenges
Unlock Premium to read this post →Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
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Populism and Product Sense
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Spotify and Using Ubiquity
Unlock Premium to read this post →Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
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YouTube's Flywheels
Unlock Premium to read this post →Plus! Optimizing for Growth; The Firehose; Mass Liquidity; Every Retailer an Ad Network; Friction
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Snap: The Relentless Quest to Own the Interface
Become a member to gain access →Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
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Cars Manufacture the Modern Middle Class
Become a member to gain access →Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
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Politics and the Media Cycle
Unlock Premium to read this post →Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel