August 12
Work from home is polarizing. Last week I was on Smerconish, and after articulating the benefits of remote work for four minutes, I spent 30 seconds on the downsides: Offices are where young professionals establish relationships with mentors, colleagues, and mates. In sum: Put on…
April 29
This week, No Mercy/No Malice won The Webby and People’s Voice Award for Best Business, News & Technology newsletter. Other nominees included newsletters from McKinsey & Co., The Washington Post, and The Skimm. This is meaningful for us. Thank you for reading, subscribing, and voting.…
December 3
Finally. Two years ago I wrote a letter to the chairman of Twitter calling for Jack Dorsey to be replaced as CEO. Or, more to the point, for the board to appoint a full-time CEO. An executive who spends 90% of his time running another…
November 19
In 1980 a gallon of gasoline cost $1.19. Today it’s $3.41, a 2.7% annual increase. But undergraduate tuition has risen nearly three times as fast: 6.7% a year at public colleges, for an increase of nearly 1,400%. The greatest assault on middle-class America’s prosperity may…
November 12
Three weeks ago, “someone” floated the idea of PayPal buying Pinterest. PYPL plunged 5% the next day (shedding the value of Under Armour) and the company then denied the rumors. Our thesis: PayPal’s management leaked the story as a trial balloon, and let it float…
November 5
Don Draper suggested that when you don’t like what’s being said, you should change the conversation. Facebook is trying to change the conversation to the Metaverse. But we should keep our eyes on the prize, and not look stage left so the illusionist can continue…
October 29
Person of the Year I make predictions, which is a shitty business. If they come true, circumstances leading up to the event make the prediction seem less bold. If they don’t, the Twitter troll army comes for you. On a risk-adjusted basis, bad idea. Like…
November 6
5-min read I’ve watched CNN for 38 of the last 48 hours. Some observations: • Quinnipiac, Marist, Pew, and FiveThirtyEight should take a poll and stick it up their a$$. • I hope someday someone will touch me the way John King fondles the Perceptive Pixel…
July 17
6-min read Our fumbling, incompetent response to the pandemic continues. In six weeks, a key component of our society is in line to become the next vector of contagion: higher education. Right now half of colleges and universities plan to offer in-person classes, something resembling…
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