Vizio: Hardware to Software
Plus! The Non-Institutional Landlord Boom; Oil Capital; Local Subsidies; Deglobalization; Wealth Taxes and Opacity Subsidies
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What Works in SaaS Pricing
Read this article →Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance
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There's More Than One Search Business Model
Unlock Premium to read this post →Plus! Alpha and Attribution in VC; Background and Foreground Streaming; Capital Advantage; Non-Recarbonization
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Three Ways to Think About the Ethics of Profiting from Bad News
Become a member to gain access →Plus! Hormetic Disruptions; The Microeconomics of the Return to Office; Away From Russia, With Effort; NFT Consolidation; What Users Want to Want
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How Would You Run a 10,000-Year Endowment?
Read this article →Plus! Buy-to-Sell?; Dematerializing Gaming; New Profits in Old Media; Insourcing; Diff Jobs
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The Factorio Mindset
Read this article →Plus! The Carbon Rally; The Bridge; Housing and Rates; Full Stack Media; Buying Out Contracts; Diff Jobs
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Every Channel, Every Model
Unlock Premium to read this post →Plus! Antitrust and Economics; Supply Chains Slow M&A; Streaming and Channel Conflicts; Pay Convergence; e-CNY
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Grammarly: Network Effects on top of Network Effects
Become a member to gain access →Plus! Subsidy Challenges; Supply Chains and the Fed; Meme Decline; The Slow Property Bailout; Cars and Collateral
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The Pharma Royalty Business and Restructuring Pharma
Unlock Premium to read this post →Plus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence
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The Valuation Arbitrage Keiretsu Model
Become a member to gain access →Plus! Reshuffling Human Capital; Viral Distribution; The Supply Chain Survived; A Bullwhip Effect in Housing?; The Founder CEO Premium
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DocuSign: Why Is Filling Out Forms Worth $30bn?
Unlock Premium to read this post →Plus! Rolling Up Sports; Against Net Promoter Scores; Insourcing Everywhere; Non-ESG Investors; Criminalizing Trolling
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Crypto, DAOs and Economic IP Protection
Become a member to gain access →Plus! Theaters; Aircraft Shortage; ByteDance: Down the Funnel; CCP Outsourcing; Dry Powder