Finance is a Large Share of GDP, but "Finance" is not Necessarily Finance
Plus! More Mir; China and Gaming; Solo VC; A Natural Experiment for Indexing; The Clickbait Efficient Frontier
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The Great Depression in a Major Key
Unlock Premium to read this post →Plus! Egress; Last-Foot Delivery; Shadow Banking; Great Quarter; Reducing the Variance in China Tech
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Where Zoom Goes Next
Unlock Premium to read this post →Plus! Content Strategy and the Buy Side; Section 230 as Facebook's TAM; Liability; Pent-Up Demand?; "As I hope you've gathered, Intel is back"