Two Big Tech Approaches to Capital Allocation
Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
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Who Amazon Grows With
Unlock Premium to read this post →Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models
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Cloudflare's Intelligent Design
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The Gun Company Payoff Matrix
Unlock Premium to read this post →Plus! Sanctions, Continued; The More-Than-SolarWinds Hack; Defense Tech; Regulation and Scale; Explaining the Unprofitable Stock Rally; Reverse War Economy Continues
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DoNotPay: The API for IRL
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Sharing and Owning Standards
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Taiwan and Supply Chain Frenmity
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Understanding Airbnb
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How Bubbles and Megaprojects Parallelize Innovation
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Content Moderation and Regulatory Capture
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How Fragile is China’s Financial System?
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Inside the House Report on Big Tech and Competition: Part I
Unlock Premium to read this post →Plus! OPEC’s Game Theory; Reddit Returns to Tradition; LendingClub Gets Exclusive; Games Eat the Real World; “Full-Stack SPAC”; More...