App Discovery as an Antitrust Solution
Plus! WWDC, Hainan, 0%, Bots vs Journalists, Japan as #1 (in supercomputers), Zillbnb
All posts
In chronological order
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Index Funds, Monopolies, and Incentives
Sign up for free to gain access →Plus! Collusion, Pull-Forward, Hong Kong, Box Office, Hotels, Intangibles, Politics as Momentum
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Longreads + Open Thread
Sign up for free to gain access →Builders, Figma, Scientific Counterrevolution, JUMP, Japan, Shari'a
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Inventing Postwar Europe
Read this article →Plus! Identity, Ultra-Long-Tail, YouTube and the Influencers, Putin, Externalities ,The German Enron
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Why United Airlines Wants to Risk a Run on the Bank
Unlock Premium to read this post →Plus! Negative Rates, Belt and Road, Brazil, China, Uber, Korea, Good News, Anomalies Explained
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Understanding the Great Japan Freakout
Unlock Premium to read this post →Plus! Retail Sales, China and India, Theaters, Leverage, Italy, Externalities, Email
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Communications, Commerce, and Money as the High-Order Bit
Read this article →Plus! Levered Pensions, eBay, Bankruptcy, Chip Wars, more...
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Industry Deep Dive: Theme Parks, Pre-Covid and Post-
Sign up for free to gain access →Plus! Scaling Moderation, Theater Reopening, Software Slump, Fungibility of Crime, and more...
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Lemonade's S-1: Solving the Market for Lemons
Read this article →Plus! Zoom, Drawdowns, Facebook, Reopening and Stay-Opening, Short Laws, Tech Astroturf, more...
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Lucky or Smart?
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Mid-Sized Tech Companies as Arms Dealers
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Maneuver and Attrition in PR
Unlock Premium to read this post →Plus! Google, Pinterest, High Yield, ETFs and Efficiency, Misrepresenting Data