NFTs and the Money/Status Exchange Rate
Plus! Demand Management; Influencers; Downsides to scaling; Look-through emissions; Lore; Diff Jobs
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The Stickiest Software
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Vizio: Hardware to Software
Become a member to gain access →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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Rocket Internet and the Idea/Execution Tradeoff
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There's More Than One Search Business Model
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Plaid: Data Layer to Payments Layer?
Read this article →Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
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Match Group and Managed Dissatisfaction
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Understanding Netflix
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Taylorism-as-a-Service: The Economics of Picky Platforms
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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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Xbox: The Misfit
Unlock Premium to read this post →Plus! Microsoft's Pre-Regulation; B2B Super Bowl Ads; Flighty Retail Investors; Discount Airlines; Carbon Short Squeeze Update; Payments, Messaging, and Network Effects