Defensive Monopolies
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
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Why Coolness-Aggregating Platforms Have Limited Pricing Power
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Buybacks and the Complexity Discount Premium
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iBuying is as Hard as it Looks
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What Do You Do With a Variant View?
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Who Regulates Crypto, and How?
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Discourses on Big Tech
Read this article →Plus! Sticky Wage Growth; The Coal Boom; Equity and Collateral; Building an Apple Car vs Appleifying a Built Car; Diff Jobs
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What Happened in Texas
Read this article →Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
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App Discovery as an Antitrust Solution
Unlock Premium to read this post →Plus! WWDC, Hainan, 0%, Bots vs Journalists, Japan as #1 (in supercomputers), Zillbnb