Identity and the Login: Who Owns "Who's That?"
Plus! Facebook Apologetics; Food Delivery and Unit Economics; More Air Taxis; Business and China
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The Other Box
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Gitlab: Remote-First, First
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Criteo: How Low Can a Take Rate Go?
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Yandex: Google Through the Looking Glass
Read this article →Plus! Shifting the Curve; Where Housing Demand Comes From; Throughput; Lobbying; Customer Service-as-a-Service
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SenseTime: Building the China Tech Stack
Unlock Premium to read this post →Plus! Networks of Networks; Inefficiencies; More Privacy; Measurement Error; Textbook Piracy
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Platforms, Taxes, and the 3D Laffer Curve
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Freshworks' Efficient Frontiers
Read this article →Plus! Ad Bugs; A Money Market Modest Proposal; Restructuring China Tech; Shrinking Shrinkage; Limits to Copying
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New Communications System Developed STOP Market Structure Changes Imminent STOP
Unlock Premium to read this post →Plus! Inside the E-Commerce Ad Business; Evergrande and Real Estate; Inflation Hedges;Consumer Lending at Zero Interest; Fake Reviews
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LinkedIn: Survivor
Unlock Premium to read this post →Plus! "Er xuan yi" with American Characteristics; Another Look at the Apple Model; Scale and Weregild; The Window; Speed
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The Superhuman Formula
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Twilio’s Second Act
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