These Are the Goods

Posted July 29, 2023 by Michael Batnick

Articles

Most companies do not live that long and do not generate good returns for shareholders while they are alive. (By Michael Mauboussin and Dan Callahan)

This is the Netflix playbook – and it’s working. (By Alex Morris)

Big tech is big, and everything else is a footnote (By Ben Thompson)

The office market is becoming a negative-sum game, where overall value is depleted by outside forces (By Dror Poleg)

Podcasts

A technology that mimics the human mind (With Joe Rogan and Marc Andreeson)

The monkey’s paw of abundance (With Derek Thompson and Julia Alexander)

The demand variable is way more potent (With Tracy Alloway, Joe Weisenthal, and Jim Egan)

You don’t want to be the person who’s presiding over the end (With Ryen Russillo and Chad Millman)

Dislocations create opportunity (With Patrick O’Shaughnessy and Chris Paik)