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Longreads + Open Thread
Nuclear, TikTok, Science, Berkowitz, Housing
Byrne Hobart
20 hr ago
7
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2
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What Happened in Texas
Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
Byrne Hobart
Feb 26
7
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2
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Disney's Pivot
Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement
Byrne Hobart
Feb 25
2
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Why A "Commodity Supercycle" is Unlikely
Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer t…
Byrne Hobart
Feb 23
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2
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The Indelible Stamp of a Lowly Origin
Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
Byrne Hobart
Feb 22
2
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Three Bull Cases for Starlink
Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
Byrne Hobart
Feb 19
15
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5
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Cricut and Hardware Economics
Plus! The Asset-Light Theory of Human Civilization; Dark Patterns; Maturity Transformation at the Met; Amazon's Regulatory Arbitrage; Leaving Google; S…
Byrne Hobart
Feb 18
4
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3
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Why Did One Internet Subculture Spot Covid-19 So Early?
Plus! Deep Freeze
Byrne Hobart
Feb 16
13
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Longreads + Open Thread
Coinbase, Big Short, Amazon, Canva, Influencers, Emerging Markets, The Valley, Growth
Byrne Hobart
Feb 13
14
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5
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An Airline IPO? In This Economy?
Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
Byrne Hobart
Feb 12
9
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Oscar: Upstart Economics, Incumbent Risks
Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlin…
Byrne Hobart
Feb 11
5
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2
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Consumer Credit and the Strange Recovery
Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
Byrne Hobart
Feb 9
4
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2
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