The Economics of Noncompetes
Plus! Always a Bull Market Somewhere; SPACs; "Most-Hated Rally"; Pricing; Amazon and Seasonality
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Inventing Demand
Read this article →Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
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How Amazon Does Strategy
Unlock Premium to read this post →Plus! Liquidity and Leverage; Crypto Bailouts; Baggage Tech; Splinternet by Other Means; Outsourcing, Latency, and Extra Clicks
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How tax laws make the market downturn uniquely complicated for software engineers
Unlock Premium to read this post →Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
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Refactoring Restaurants
Read this article →Plus! 401(k)s With Chinese Characteristics; Middlemen and Leverage; Concentration; A Mixed Trucking Recession; Deglobalization in Autos
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Regulating Big Tech is a Product Problem
Read this article →Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
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Big Tech Sees Like a State
Read this article →Plus! Pirate’s Treasure, Redux; Takedowns; Antitrust and Laggy Beliefs; Money, The High-Order Bit; More...
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Inside the House Report on Big Tech and Competition: Part III
Unlock Premium to read this post →Plus! Weekly Q&A, Work-From-Home Metrics, The Single-State Pension Bailout, Emergency Use, Collective Bargaining for Data, More...
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Ant Group and China’s Fitful Convergence
Read this article →Plus! The Startup Cycle; Buybacks; Return-on-Kickback; Legalization; Housing; Big Tech, Monopolies, and Attack Surface; TikTok
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The Bullwhip Effect
Read this article →Plus! State Capacity Liquidationism, Hong Kong, Infrastructure, Big Tech
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Mid-Sized Tech Companies as Arms Dealers
Unlock Premium to read this post →Plus! Apple to ARM, Taiwan, China, Software Credit, Human Equity, Legacy Code, more...
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Maneuver and Attrition in PR
Unlock Premium to read this post →Plus! Google, Pinterest, High Yield, ETFs and Efficiency, Misrepresenting Data