Ant Group and China’s Fitful Convergence
Plus! The Startup Cycle; Buybacks; Return-on-Kickback; Legalization; Housing; Big Tech, Monopolies, and Attack Surface; TikTok
All posts
In chronological order
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Business Model Meta-Models
Sign up for free to gain access →Plus! Fed Maximalism, CFOs, TikTok, IPOs vs Direct Listings, Death and Base Rates, Rapid testing, Wuhan, Politics in a One-Party State
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Snowflake and the Price of Simplicity
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Palantir: On Business, Cults, and Politics
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Asana: Ontology-as-a-Service
Unlock Premium to read this post →Plus! IPO Pops, Passive Distortions, Covid: Paychecks and Spending, Mexico Reshoring, Facebook Moderation
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The Vindication of Discounted Cash Flow Models
Sign up for free to gain access →Plus! Diff Scholarships, Palantir, Nuclear Diplomacy, Minsky and Paper Towels, Dubai and Scaling, Slacklash, more...
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Amazon: A New Kind of Antitrust Risk
Sign up for free to gain access →Plus! Subscriber Call, PPE Nationalism, Vaccine Internationalism, Macro Renaissance, Technology-Governance Fit, more...
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Microsoft and Costly Diversification
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Facebook and Superlinear Risk Scaling
Unlock Premium to read this post →Plus! The Corner, Loans, Apple and China, Filecoin, Oil & Gas & Demographics, more...
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Alphabet and Things That Don’t Scale
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Netflix: Product vs. Feature Competition
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Newsletters and New Media Economics
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