In this issue:

• A Uranium Shortage, Someday

• 1.5th Wave

• Unemployment Cliff

• TikTok

• Transparency

• Economics of Cannibalization

• Automated Trading

• Two Chip Supply Chains

• The K-Nearest Strategy

• V/L Recovery

A Uranium Shortage, Someday

There are many sources of pricing power—brand names, network effects, cost advantages, unique technology. One of the most volatile is when …