TikTok as the Breeder Reactor of Content
Plus! Security First; Working Capital; FaceTime, Semi-Social Network; Greenspinning; Global Taxes
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Alibaba and State-Owned Enterprises
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Longreads + Open Thread
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Prediction Markets and Worse is Better
Read this article →Plus! De-Dollarization on Paper; The Amazon Bundle; The Extension Market; Zombie Airlines; Supersonic; Fractal Fraud
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Amazonifying the Un-Amazonable
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Artificial Urgency as a Forcing Function
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Longreads + Open Thread
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Paradox Interactive, The Little Big Media Conglomerate
Read this article →Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
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AT&T as Ancient Big Tech
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Heuristic/Model Synthesis
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Two Big Tech Approaches to Capital Allocation
Become a member to gain access →Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
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Longreads + Open Thread
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