Where Zoom Goes Next
Plus! Content Strategy and the Buy Side; Section 230 as Facebook's TAM; Liability; Pent-Up Demand?; "As I hope you've gathered, Intel is back"
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Positive Spillovers from the Pandemic
Become a member to gain access →Plus! Cash Leaks; Decarbonization Updates; The Instacart Model; GameStop; Telegram as a News Source; A 50/49/1 Split
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Coinbase: When the Stock Competes With the Product
Become a member to gain access →Plus! The Individual Contributor Factor; Science and Aging; Revenge Businesses; Supply Chains and the Surface Area Problem; In-House Silicon; Temporary Regulatory Arbitrage
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How Fragile is China’s Financial System?
Unlock Premium to read this post →Plus! The Identity Business; Collectibles and Speculation; Social Networks' Systemic Risks; Dealing with Huawei; More...
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Globalization: A Toy Story
Unlock Premium to read this post →Plus! The "Amazon Tax" Returns, Walmart Prime, Huawei, Risk, Zoom as Fintech, more...
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Lemonade's S-1: Solving the Market for Lemons
Read this article →Plus! Zoom, Drawdowns, Facebook, Reopening and Stay-Opening, Short Laws, Tech Astroturf, more...
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ZoomInfo: IPO of an Accidental LinkedIn Clone
Unlock Premium to read this post →Plus! Clickbait Research, Merkel's Beach Bias, Browser Alternatives, NYT, Zoom
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V-Shaped Recovery for Me, L-Shaped Recovery for Thee
Become a member to gain access →Plus! Shopify, Japan, Mechanical Turk, eSports, Zoom, Everyone-But-Zoom, Clubhouse
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Adpocalypse When?
Unlock Premium to read this post →Plus! Googlifying Google Shopping, Tailwinds, Video Chat Convergence, Blockchain and the Surface Area of Crime
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The Alternative Data Primer, Pt. 1
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Has the "Long Deflation" Broken Price Signals for Consumer Goods?
Read this article →Plus! Airbnb, SMB data, Adpocalypse, Black Swan funds, Zoom's Reputational Bug Bounty
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When Every Company Tries to be a Bank
Become a member to gain access →Plus! Singapore, College, Trade Finance, Alt-Data Fraud, Zoom, more...