The Coming Carbon Short-Squeeze
Plus! The Streaming Race; Captive Banks; Construction Credit; Illiquidity Doesn't Always Pay; Instacart Shifts Further Towards Ads
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Why Coolness-Aggregating Platforms Have Limited Pricing Power
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The Promise and Paradox of Decentralization
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NuBank: Cost Control and Banking the Underbanked
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Adding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Unlock Premium to read this post →Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
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Blimps, Bots, and the Future of Cargo
Read this article →Plus! Bitcoin's Long March: Pensions; Last Mile; Google's Laffer-Style Tax Cut; Sales
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Who Regulates Crypto, and How?
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The Business of Micro Rental
Unlock Premium to read this post →Plus! Every Business Turns Into an Ad Business; Financial Decoupling; Still Room to Scale; Pay-for-Inclusion; Amazon and Costco; Bitcoin: Made in America
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New Kinds of Funding Mean New Kinds of Managing
Unlock Premium to read this post →Plus! No Parachute; Inequality; Peak Supply Chain Disruption?; Team-Based Hybrid Offices
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NerdWallet: From Built on Microsoft to Built on Google
Become a member to gain access →Plus! Big Tech Sees Like a State: Facebook and the Forests; Housing Liquidity; Information Overload; Getting Money Out of China
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A Global Business Doesn't Mean Winners Around the Globe
Unlock Premium to read this post →Plus! The Other Amazon Tax; The Chip Cycle; Real Estate Transitions; Security and Liability; Launch Cadence and Reputational Risk
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Facebook and the Dogfood Problem
Unlock Premium to read this post →Plus! Currency; Market Pricing; Substitution; Bitcoin's Long March: Tax Edition; First-Party Data