Limits to Ad Price Discrimination
Plus! Two (or more) Chip Supply Chains; AI-as-a-Service; Game Theory and Margin Calls; Scale and Limits; Trading Through It; The Fame Business
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Electrocloud!
Read this article →Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
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How Apple Can Own I/O to Own the Universe
Become a member to gain access →Plus! The Great Inflation; Two-Way API Businesses; Zoom and Cities; From ETrade to eToro; Hardware-as-a-Service
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The Value of Time Rounds to Either Zero or Infinity
Read this article →Plus! Limits to Hardware-as-a-Service; Shareholder Activism in Japan; Flipping (pt 1); Flipping (pt 2); Better Disclosure
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Solo Instinct to Dueling Narratives
Unlock Premium to read this post →Plus! Why Own Bonds?; China Inc; App Store Tax Cuts; Complex Supply Chains; Slow Oil Recovery
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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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Two Privacy Stacks
Unlock Premium to read this post →Plus! The Next Hack; Cloud and Open Source; New Social Graphs; Fintech Companies with Planes; Bitcoin and Renewables
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DigitalOcean's Information Arbitrage
Become a member to gain access →Plus! Guidance; Auctioning Unicorn Status; 2021's Shortages; Greensill Pre-Mortem; Hybrid Office
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Three Bull Cases for Starlink
Read this article →Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
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Cricut and Hardware Economics
Unlock Premium to read this post →Plus! The Asset-Light Theory of Human Civilization; Dark Patterns; Maturity Transformation at the Met; Amazon's Regulatory Arbitrage; Leaving Google; Supermicro, Again
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Why Did One Internet Subculture Spot Covid-19 So Early?
Read this article →Plus! Deep Freeze
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Four Refoundings
Read this article →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?