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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