Microsoft and Costly Diversification
Plus! Bond Boom, Mismeasuring Fake News, Taiwan Hacks, Gym Speakeasies, All-You-Can-Fly, and more...
Plus! Bond Boom, Mismeasuring Fake News, Taiwan Hacks, Gym Speakeasies, All-You-Can-Fly, and more...
Plus! The Corner, Loans, Apple and China, Filecoin, Oil & Gas & Demographics, more...
Plus! The City Cycle, Consultants, Recruiting Around Universities, 60/40
Plus! Vaccine Logistics; FB, Apple, Metternich; Cloud Computing and Backwards Compatibility; more...
Plus! Coming Attractions, Fortnite and Apple, Apple's Other App Problem, Theaters and Two-Sided Networks, AI Economics, Wealth Taxes, and much more...
Plus! TikTok/Reliance, Uber/Lyft Out, Payments -> Lending, Foxconn, Weak Dollar, AI Arms Dealers, more...
Plus! Factor Decay, Browsers, Cash Flow, TikTok, Public Data, China’s Chips, Tech Sees Like a State: Earthquakes
Plus! Coworking: The Narrow Bet, Decentralization and Social Capital, Microstrategy Macro, more...
Plus! Huawei Hedge, Covid tax Arb, Only Azar Can Go to Taiwan, Twitter/TikTok, more...
Plus! Delevering, Alternative Lending, Time To Build in Britain, Pinduoduo, Executive Orders, More...
Plus! TikTok, Technology Commoditizes Therapy, Technology Commoditizes Me?, Ransomware, Xi 2035, more...
Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2