Definite Optimism and the M&A Metagame
Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law
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Newsletters Can Move Markets
Read this article →Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
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Nextdoor: Old Model, New Networks
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Illumina: "View Source" for Life
Read this article →Plus! The Balance Sheet-Constrained Bank; The Global Kuznets Curve in Action; Net Zero; Real-Time; Aviations Big Two (Plus One)
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Making Bundling an Auto-Antonym
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Affirm, Returnly, and Balance Sheet Micromanagement
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AWS. Scale.AI. Lego.
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Made in USA 2025?
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TikTok as the Breeder Reactor of Content
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Alibaba and State-Owned Enterprises
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Amazonifying the Un-Amazonable
Unlock Premium to read this post →Plus! Etsy/Depop: Networks Are Made of People (With Birthdays); AMC's Popcorn; Amazon, Regulator; Rollups and the Mid-Platform; Bubble as Hedge
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Artificial Urgency as a Forcing Function
Unlock Premium to read this post →Plus! Frontend Omnichannel, Backend Specialization; Another Business Mafia; Cloud Computing: Cheap Because it's Expensive; Apple's Leads; Black Starts; Smart Lamps