What If SPACs are a Shift, Not a Bubble?
Plus! Subscriber Call; What Business is FireEye In?;Knocking Out the BigCo Option; Realignment; More Airline Green Zones; New York’s Amazon-Competitor-Tax; Social Trust; The Bet; Pensions
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Winner-Take-Some Platforms
Unlock Premium to read this post →Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
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E-Commerce, Advertising and Perfect Price Discrimination
Become a member to gain access →Plus! Regulatory Arbitrage in Housing; “The first year of the 21st century”; Big Tech Sees Like a State: Consumer Protection; Where is “China as Number One?”
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Taiwan and Supply Chain Frenmity
Read this article →Plus! Airline Green Zones; Short Sellers and the Supply Chain of Information; Housing and Pull-Forward Demand; Facebook and Visa Arbitrage
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Taiwan Semiconductor Manufacturing: A Successful Faith-Based Organization
Unlock Premium to read this post →Plus! Slack, Salesforce, and Aggregation; Germany Pays Up to Preserve Intra-Eurozone Transfers; RIP Giscard; Stripe Treasury and Legibility; GP, Inc.; Scale.ai
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Building an Incomplete Graph
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Climate Control and Financial Centers
Become a member to gain access →Plus! Gogol, Coase, and McKinsey; Theaters and Collective Action; How Bubbles Work; Inflation
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Just One Thing or Every Single Thing?
Read this article →Plus! Media Disintermediation; Amazon’s Tactical PR, Con’t.; Roll Your Own Green Zone
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Covid Baby Bust or Baby Boom?
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Wish: E-Commerce, Fast and Slow
Read this article →Plus! Online-to-Offline; <$10/month; Movie Lots; Taxes and Incentives; Unfairness
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Roblox: Tweenage Mutant MMT-ers
Become a member to gain access →Plus! The Gini Coefficient Bull Case for SaaS; Big Banks as Common Carriers; Yuan Bonds; In-House Chips; Understanding Consulting
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What’s Gold for?
Read this article →Plus! Bitcoin, Flows, Autochthony; Digital Media, Distribution, Autochthony; Leaving “Little Taipei”; Scrap