The "Write Once, Run Anywhere" Growth Model
Plus! Revealing the Cyber Risk Long Tail; White-Hat Extension Monetization; Techno-Nationalism; Long-Tail Limits; Existential Risk is Less Existential Lately; Cap Structure Arbitrage Arbitrage
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Fin Du Tech: Trading Liquidity Risk for Model Risk
Unlock Premium to read this post →Plus! Moderation; Carbon; Dubai's Interplanetary Advantage; Amazon, Post-Jeff; The Chip Shortage Continues; China's Manufacturing Recovery Continues
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Bubbles and Easy Money: Quality, Not Quantity
Unlock Premium to read this post →Plus! Gamestop Loss; Gramscian Bitcoin; 2 & 20 Media; Funnel Capture; Airline Loyalty Programs as a DTC Brand; Palantir, From The Inside
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Fracking in the Age of Oil Runoff
Unlock Premium to read this post →Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
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DoNotPay: The API for IRL
Read this article →Plus! The Index; Twitter: Subscale; Chaos Engineering; Space Law; The Login Layer
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Understanding Airbnb
Read this article →Plus! Measuring Eyeballs; Property Rights; Reputational Bug Bounties; Running Out the Clock on Tariffs
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Media Refragmentation and Funnel Capture
Become a member to gain access →Plus! Disaggregation, Reaggregation; Separation of Powers; Multichannel, R(t); Central Bank Fiscal Policy; More
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Banking When You Can’t Bank on Anything: Part 2
Read this article →Plus! Taiwan and Covid, Defense Tech, The Right Amount of Fraud, Prizes, Airshows, Reliance, Moderation
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Markets with Personality
Unlock Premium to read this post →Plus! China and Financial Integration; Remote Work and Top Performers; Undocumented Features; TikTok as a Talent Agency; Big Tech and Families; Stimulus, Past and Future
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Moonshots, Uncertainty, and Certainty
Become a member to gain access →Plus! Huawei Hedge, Covid tax Arb, Only Azar Can Go to Taiwan, Twitter/TikTok, more...
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Residential Real Estate After Covid
Unlock Premium to read this post →Plus! Google Remote, Two Emerging Markets, Security & Usability, Security & Liability, More...
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Equilibria Aren’t Endpoints
Become a member to gain access →Plus! China, Huawei, Inflation Targeting, Writing the Rules