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
31
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
Japan, General Purpose Tech, Platforms, Rates, Clean Energy, Yen, Commodities
29
2
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