When the Pay-Per-API-Call Model Pays
Plus! Very Local Network Effects, Reshoring in Asia (And Elsewhere), False Economies, Chum M&A, Germany’s Auto Policy
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Markets with Personality
Unlock Premium to read this post →Plus! China and Financial Integration; Remote Work and Top Performers; Undocumented Features; TikTok as a Talent Agency; Big Tech and Families; Stimulus, Past and Future
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Banking when you can’t Bank on Anything: Part 1
Read this article →Plus! France’s New Industrial Policy, China Exit Subsidies, China Chips, Basic Income With Right-Wing Populist Characteristics, Facebook’s Election Redistribution, Antitrust Timing
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China’s Recovery: Engagement First, Autarky Eventually
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Revenue-Based Lending: It's Close Enough to Equity
Unlock Premium to read this post →Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma
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Platform Ideology
Unlock Premium to read this post →Facebook’s Research Commitment; Peak EQ; Monetizing TikTok; Airlines Reprice; Kinder, Gentler App Store; The Reliance Model, Continued
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Ant Group and China’s Fitful Convergence
Read this article →Plus! The Startup Cycle; Buybacks; Return-on-Kickback; Legalization; Housing; Big Tech, Monopolies, and Attack Surface; TikTok
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Business Model Meta-Models
Read this article →Plus! Fed Maximalism, CFOs, TikTok, IPOs vs Direct Listings, Death and Base Rates, Rapid testing, Wuhan, Politics in a One-Party State
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Snowflake and the Price of Simplicity
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Palantir: On Business, Cults, and Politics
Read this article →Plus! Wirecard, Yuan, Housing, Financial Education for Future 1%ers, Alphabet Insurance
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Asana: Ontology-as-a-Service
Unlock Premium to read this post →Plus! IPO Pops, Passive Distortions, Covid: Paychecks and Spending, Mexico Reshoring, Facebook Moderation
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The Vindication of Discounted Cash Flow Models
Unlock Premium to read this post →Plus! Diff Scholarships, Palantir, Nuclear Diplomacy, Minsky and Paper Towels, Dubai and Scaling, Slacklash, more...