How Ryanair Helps Airports Manufacture Demand
Plus! A Series of Tubes; What Not to Boycott; Leasing; Apple and TSMC; When an Ad-Based Business is an Ad
←
Back to all posts
-
Unlock Premium to read this post →
-
Distribution-to-Content Disruption: Lessons from Early HBO
Unlock Premium to read this post →Plus: Ukraine; Early-Stage Money Flows; Cyclicality in Crypto; Sanctions and Fungibility; Continuous Evaluation
-
Understanding Netflix
Unlock Premium to read this post →Plus! Ad Expansion; Centralizing Crypto; Monetizing Exhaust; The Changing World of Disinformation
-
Samsara: The Internet of (Expensive) Things (With Wheels)
Become a member to gain access →Plus! Scaling Streaming; Auctions and Customer Acquisition; Meta's Missing Attrition; Facebook and Radicalization; When Multi-Cloud Doesn't Work
-
The Coming Carbon Short-Squeeze
Read this article →Plus! The Streaming Race; Captive Banks; Construction Credit; Illiquidity Doesn't Always Pay; Instacart Shifts Further Towards Ads
-
New Kinds of Funding Mean New Kinds of Managing
Unlock Premium to read this post →Plus! No Parachute; Inequality; Peak Supply Chain Disruption?; Team-Based Hybrid Offices
-
Volatility-Shifting and Volatility Destruction
Become a member to gain access →Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
-
Magalu: Inside Brazil's Omnichannel Powerhouse
Read this article →Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
-
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
-
Taking Strategy Seriously
Read this article →Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
-
Surviving a Combinatorial Explosion
Read this article →Plus! Sanctions, Cautiously; Adtech Always Adds Layers; Unfundable Mines; Less Marginal Business
-
Electrocloud!
Read this article →Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts