Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
4
Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
6
Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
32
2
Microsoft, Long Wars, Taste, Axie Infinity, Student Loans, Roads, Singapore
28
1
Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
8
3
Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
7
Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
8
Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
17
See all
Bonnie Kavoussi
Bonnie Kavoussi
Bonnie Kavoussi
Behind the Iron Curtain
Behind the Iron Curtain
Sergey Aleksashenko
Moontower Weekly
Moontower Weekly
Kris Abdelmessih
Random Walk
Random Walk
Moses Sternstein