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Longreads + Open Thread
Wealth, Speech, Taiwan, Legitimacy, Charter Cities, Licklider
Byrne Hobart
Apr 17
10
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10
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Cloudflare's Intelligent Design
Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
Byrne Hobart
Apr 16
8
Comment
1
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Learning a Little from Ponzi Schemes
Plus! Coinbase; Tiger and Turnover; The Finance Dialectic; The Hostile Amazon Bundle; Cybersecurity Updates
Byrne Hobart
Apr 15
3
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2
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Accidental Banks Are Worth More Than Intentional Ones
Plus! Tapping SPAC Brakes; Trust-Busting and Variance; Limits to Asset Class Stickiness; The Bullwhip Effect Arrives
Byrne Hobart
Apr 13
2
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5
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Aramco the State Capacity Bankroll
Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
Byrne Hobart
Apr 12
4
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Longreads + Open Thread
Geezer Teasers, Intel, Vaccines, Message Board Theorists, Roblox Correspondents, Projects
Byrne Hobart
Apr 10
5
Comment
14
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Decoupling, Digital Currency, and the Consumer of Last Resort
Plus! A SPAC Modest Proposal; Scraping for Profit; Post-Cookie; Best Buy Bundle; Debt is Here; The Short-Selling Cycle
Byrne Hobart
Apr 9
8
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Air Taxis: Commuting in Three Dimensions
Plus! The Advice Bundle; The Apple Platform; SPACs: Fast, But Fast Enough?; Loyalty and Purchase Frequency; Labs Over Fabs?
Byrne Hobart
Apr 8
4
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2
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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 …
Byrne Hobart
Apr 6
4
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5
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Inevitable Omnichannel, Impossible Omnimedia
Plus! Capital and Competition; Alternative Data; Definite and Indefinite Optimism in Economics; The Warring 2020s?; Cybersecurity: Always Worse Than It…
Byrne Hobart
Apr 5
3
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3
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Longreads + Open Thread
Wrestling, Genomes, World's Fair, Defense, Cities, Flying Cars
Byrne Hobart
Apr 3
14
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11
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Partial Deregulation as an Antipattern
Plus! China's Inflation Inflection; The Next Amazon IPO; The First Shopify Pivot; The Other Two Supply Chains; Non-Monolithic China
Byrne Hobart
Apr 2
8
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3
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