Incumbents, Not Startups, Are Regulatory Arbitrageurs
Plus! Limits to Automation, Silver Lake, 1830, 1930, 2030, Globalizing Cybersecurity
Plus! Limits to Automation, Silver Lake, 1830, 1930, 2030, Globalizing Cybersecurity
Plus! Clickbait Research, Merkel's Beach Bias, Browser Alternatives, NYT, Zoom
Plus! HBO & AT&T; China Chips; Facebook: Investor, Publisher, Unpublisher, and more...
Plus! The Human Call Option, European Vacations, Xi Jinping, Alibaba, more...
Plus! Amazon, "Second Screens" as TV Guide, Delivery and Scale, Pensions and Prisoner's Dilemmas, more...
Dimon, Instagram, Postwar, Value, Slack, Microsoft
Plus! Big Tech M&A, European Vacations, Reverse Hong Kong, Microsoft-on-Microsoft Disruption, and more...
Plus! One Macro Bet, Jio, High-Frequency Indicators, Noisy Data, Theaters
Plus! Supply Chains, Distributed Censorship, What Slack Isn't, and more...
Plus! Microfame, European Vacations, Work-From-Home and Social Capital, Chip Reshoring, TikTok, and more...
Scenius, Cloud Gaming, Amazon's S-1, Cowen/Romer, Institutional Failure, and more...
I've got good news and bad news...