Is Everything Getting Old?
Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
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Can EventBrite Outflank a Monopoly?
Unlock Premium to read this post →Plus! Boom Times; The Upside of Splitting Up; Attack Surfaces; Understanding Hiring Freezes; Short Sellers
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How Amazon Does Strategy
Unlock Premium to read this post →Plus! Liquidity and Leverage; Crypto Bailouts; Baggage Tech; Splinternet by Other Means; Outsourcing, Latency, and Extra Clicks
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Tech as a Keynesian Quasi-Boom Within a Keynesian Semi-Slump
Become a member to gain access →Plus! Celsius; The Uber Playbook; Price Discrimination and Amortization; Pricing Power; Sanctions; Diff Jobs
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How tax laws make the market downturn uniquely complicated for software engineers
Unlock Premium to read this post →Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
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The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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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
Unlock Premium to read this post →Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
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Optimal Fundraising in Times of Capital Scarcity
Unlock Premium to read this post →Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
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Spotify and Using Ubiquity
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Type-Safe Internal Communications
Unlock Premium to read this post →Plus! Still Growing; Drones;' Cheap Japan; Japan's Governance Problems in Microcosm; War and MMT Update
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Two Kinds of Search
Unlock Premium to read this post →Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops