Pexip, GDPR and the Economics of European Software Companies
Plus! Amazon, "Second Screens" as TV Guide, Delivery and Scale, Pensions and Prisoner's Dilemmas, 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...
Plus! ByteDance, Clubhouse, China, Italy, Cloud, Facebook, more...
Plus! Masterclass, Europe, USD, RMB, V/L Recovery, Twitter, Oil Tax
Plus! Rogan -> Spotify, NYT 3P -> 1P, Conferences ,Theaters, Microsoft Build, Facebook Shops,
Plus! Reopening Sticks & Carrots; Walmart as a Fast-Follower; Zuckerberg on Covid-19—Early; and more...