De-Globalizing Luxury
Plus! Rumor Becomes Fact; Egress; Net Present Value; Chilling Effects as a Policy Tool
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Oscar: Upstart Economics, Incumbent Risks
Unlock Premium to read this post →Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
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Plaid's Strategic Non-Merger
Unlock Premium to read this post →Plus! Technical CEOs; Tax Theater; Correlated Volatility; Seeing Like a State Updates
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Homesteading Mental Models
Read this article →Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
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The Big Succession
Unlock Premium to read this post →Plus! Active Management’s Legal Risks; One-Hit Wonder; Long-Lived Institutions; 15-Year Plan; TikTok and Entertainment Shopping
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A Sputnik Moment Without an Apollo Program
Unlock Premium to read this post →Plus! The Ad Shortage; Clicks and Mortar in Delivery; Belt and Road and Branding; More...
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Big Tech at the End of History
Read this article →Plus! Belt & Road & Vial; CCP and SMBs; Hire Fast, Transfer Fast; Life Imitates Science Fiction; More...
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Social Credit
Unlock Premium to read this post →Plus! TikTok, Technology Commoditizes Therapy, Technology Commoditizes Me?, Ransomware, Xi 2035, more...
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Mexico’s Missing Crisis
Unlock Premium to read this post →Plus! The Hearings, Facebook's Intelligence Network, TikTok, The Laika Moment, more...