Insurgency Economics
Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
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Hybrid How Long?
Become a member to gain access →Plus! Twitter as Lead Gen; Missing Primitives; Durable Ad Budgets; Citizen, Kabul Edition; Ark Invest and the Double Momentum Trade
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Twilio’s Second Act
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Making Bundling an Auto-Antonym
Unlock Premium to read this post →Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
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Paradox Interactive, The Little Big Media Conglomerate
Read this article →Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
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Trapped by the Wrong Inflation Stories
Unlock Premium to read this post →Plus! Amazon's Triumph of Investor Relations; The Scaling Problems Aren't Obvious; Money- and Time-Weighting; Coinbase Comp
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Since Covid, has the Worst-Case Scenario Gotten Better or Worse?
Become a member to gain access →Plus! Why TSM Won; The Security Downside to Solid-State Economics; Work-From-Home Tradeoffs; Covid Baby Bust/Boom; Named Philosophies
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Stripe and Solid-State Economics
Read this article →Plus! Hulu's Regulatory Arbitrage; Post-Archegos; Patents; Emissions: a Global Problem
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Who Amazon Grows With
Unlock Premium to read this post →Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models
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The Apple/Google Search Relationship as an Economic Template
Become a member to gain access →Plus! Non-Fungible Tokens; Indie.VC; "Digital Decolonisation"; Tech Sees Like a State: Vaccination Edition; Where Amazon Earns
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What Salesforce is Selling (and Buying)
Read this article →Plus! Multilateral Vaccine Diplomacy; State Capacity Straussianism; Bicameral Diplomacy; Chip Insourcing, Slowly; Password Price Discrimination
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A Strange Cycle for Cyclical Stocks
Become a member to gain access →Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin