The Stickiest Software
Plus! Duration; Watchbait; Lifetime Value; Activist Investing; Finance and Reputational Finance
←
Back to all posts
-
Unlock Premium to read this post →
-
The "Kids These Days" Model of User Retention
Unlock Premium to read this post →Plus! Tax Traps and Heterogeneous Preferences; Software Eats Lines; Number Cruncher Indigestion; Edge; The Other Last Mile
-
Why Coolness-Aggregating Platforms Have Limited Pricing Power
Unlock Premium to read this post → -
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
-
Making Bundling an Auto-Antonym
Unlock Premium to read this post →Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
-
Inevitable Omnichannel, Impossible Omnimedia
Become a member to gain access →Plus! Capital and Competition; Alternative Data; Definite and Indefinite Optimism in Economics; The Warring 2020s?; Cybersecurity: Always Worse Than It Looks
-
Globalization: A Toy Story
Unlock Premium to read this post →Plus! The "Amazon Tax" Returns, Walmart Prime, Huawei, Risk, Zoom as Fintech, more...
-
Default Open, Default Closed
Unlock Premium to read this post →Plus! Covid and Airports, Covid and Loans, Movies, Real Estate, Bond Technicalities, LuluMirror
-
Free Press vs Free Expression
Read this article →Plus! Apocalypses Averted, Bureaucracy APIs, Seeing Like a State, Prediction Markets, Carta, more...
-
The Instagram Way
Unlock Premium to read this post →Plus! One Macro Bet, Jio, High-Frequency Indicators, Noisy Data, Theaters
-
Adpocalypse When?
Unlock Premium to read this post →Plus! Googlifying Google Shopping, Tailwinds, Video Chat Convergence, Blockchain and the Surface Area of Crime
-
Cropped tweets show why Instagram is winning
Unlock Premium to read this post →Plus! Airbnb supply, Covid-19 genes, Streaming, Silicon Slopes, Platform Paradox