The Surprising Durability of Google's Growth
Plus! The Browser Business Grows; Ads, Everywhere; The Not-Quite-Everything Store; LNGeopolitics; Negotiations
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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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What's Happening in Tech Compensation?
Unlock Premium to read this post →Plus! Tax Arbitrage with Japanese Characteristics; YC's New Deal; Carrot-and-Stick Sarbox Reform; Ghost Flights; Rapid Restructuring
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Facial Recognition as a Pareto Technology
Read this article →Plus! Diff Jobs; Aligned Incentives; Lord, Make My Country Low-Emissions—But Not Yet; Elasticity; Google/TikTok Coopetition; The Remittance Economy
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The "Kids These Days" Model of User Retention
Unlock Premium to read this post →Plus! Tax Traps and Heterogeneous Preferences; Software Eats Lines; Number Cruncher Indigestion; Edge; The Other Last Mile
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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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Can We Afford the Ownership Economy?
Become a member to gain access →Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
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Daloopa: Data-to-Information Accelerant
Read this article →Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
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HashiCorp: The Markup on Free
Unlock Premium to read this post →Plus! Crypto as Equity Comp; Internal Prediction Markets; Space Tourism Competition; Influencer Crackdown
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Drone Delivery: Accelerating to Inevitable
Read this article →Plus! Media/Software Synthesis; The Working Capital Accelerant; Klarna Fills in the Gaps; Younger SPAC Targets; Consumer-Facing DeFi
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Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction
Become a member to gain access →Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
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What Investors Got from the Last Big Climate Boom
Unlock Premium to read this post →Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies