Moonshots, Uncertainty, and Certainty
Plus! Huawei Hedge, Covid tax Arb, Only Azar Can Go to Taiwan, Twitter/TikTok, more...
In this issue:
Moonshots, Uncertainty, and Certainty
The Huawei Hedge
Covid tax Arb
Only Azar Can Go to Taiwan
Twitter/TikTok
Aging Economies
Google’s Language Policing
Moonshots, Uncertainty, and Certainty
A powerful framework for looking at progress is that it’s either 1 to N—slightly more cars, slightly faster cars, slightly safer cars, slightly cheaper car…