Content Moderation and Regulatory Capture
Plus! Martian Jurisdiction, Foxconn and the Henhouse, Data Insurgents, Apple’s Search Game Theory
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The Big Succession
Unlock Premium to read this post →Plus! Active Management’s Legal Risks; One-Hit Wonder; Long-Lived Institutions; 15-Year Plan; TikTok and Entertainment Shopping
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A Sputnik Moment Without an Apollo Program
Become a member to gain access →Plus! The Ad Shortage; Clicks and Mortar in Delivery; Belt and Road and Branding; More...
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Engineering a Conglomerate
Read this article →Plus! Pretty Bad Privacy; Exercising the Whistleblower Option; Who Owns Streamed Games; Rebooting Transit; Rationalists and Thymos; More...
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Kaspi.kz: How a Bank Turned Into a Country’s Financial Operating System
Unlock Premium to read this post →Plus! Covid and Imbalances; Intangibles; Unbundling NYC; How Could Quibi Have Won?; Semiconductor Chaos
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The WeWork Arc
Read this article →Plus! Amazon’s Third-Party Data; The Lucas Critique in Finance; Matching the Huawei Strategy; Froth; Demand and Logistics
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The Other Kind of Market Crash
Unlock Premium to read this post →Plus! Founder Alpha or Founder Beta; Google Moves Down the Funnel; Fraud; Detection Monoculture; Debt Forgiveness; More...
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On What Adds Up
Become a member to gain access →Plus! The Tip, Pork Panic, Facebook Politics, SPAC Competition, Subscriptions and Incentives
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How the Pandemic is Fixing Some of the Real Estate Market’s Flaws
Read this article →Plus! Measuring the World’s Largest Economy; Showrooming and Retail; Google Continues to Disaggregate Pages; Canada Policy Goes Post-Covid; The Bus Factor; More...
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How Fragile is China’s Financial System?
Unlock Premium to read this post →Plus! The Identity Business; Collectibles and Speculation; Social Networks' Systemic Risks; Dealing with Huawei; More...
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Contrarian beliefs as a synthetic option
Unlock Premium to read this post →Plus! Google and Grep Risk, App Store Politics, SPACs and IP, Shrinkflation, Dogfooding, More...
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Inside the House Report on Big Tech and Competition: Part III
Unlock Premium to read this post →Plus! Weekly Q&A, Work-From-Home Metrics, The Single-State Pension Bailout, Emergency Use, Collective Bargaining for Data, More...