Understanding Affirm
Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split
In this issue:
Understanding Affirm
Fin Du Tech: Google
Platform Politics
The Amazon Third-Party Rollup Continues
Bipartisan China Hawkishness
Details Compound
Opco/Propco Split
Understanding Affirm
Finance is a fascinating industry because it’s one abstraction built on another built on another. There is no such thing as value, net present or market, except in…
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