YouTube's Flywheels
Plus! Optimizing for Growth; The Firehose; Mass Liquidity; Every Retailer an Ad Network; Friction
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Fiscal and Monetary Policy for Platforms
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Does Technical Debt Explain the Productivity Paradox?
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Snap: The Relentless Quest to Own the Interface
Become a member to gain access →Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
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Can Datadog Dodge the Growth Slowdown?
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The Memo and the Multiples
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Growth, Diversification, and Shaky Foundations
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What Happens When Most Media Is Produced for an Audience of One?
Read this article →Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
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The Strange Economics of VPNs
Unlock Premium to read this post →Plus! Netflix; Scale and Conversation; Flywheels; Scale and Unavoidable Politics; Green Nationalism
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Autocomplete is the Express Route to Local Maxima
Unlock Premium to read this post →Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
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Regulating Big Tech is a Product Problem
Read this article →Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
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How Much Internal Mobility is Too Much?
Become a member to gain access →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings