THE DIFFMargins and the Stealth-Tech Strategy
Plus! Auction Economics; No Supply Boom in Lumber (Yet?); Apple and China; Doing VC as a Complement to Getting VC
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Plus! China's Inflation Inflection; The Next Amazon IPO; The First Shopify Pivot; The Other Two Supply Chains; Non-Monolithic China
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Plus! Why Own Bonds?; China Inc; App Store Tax Cuts; Complex Supply Chains; Slow Oil Recovery
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Plus! Moderation; Carbon; Dubai's Interplanetary Advantage; Amazon, Post-Jeff; The Chip Shortage Continues; China's Manufacturing Recovery Continues
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Plus! State Fiscal Challenges: Not Universal; The Game Theory of a Tech Scene; Counter-Moderation; Venezuela (Gradually) Liberalizes; Ponzi Demographics; Work-to-Rule Protectionism
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Plus! Vaccine Economics and Emerging Markets; Big Tech and the Missing Middle; The Personal, The Political, and Ant; Form, Function, and Ads; More...
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Plus! SPAC-Offs, Point-of-Sale Lending and the Other Amazon, Bipartisan China Hawks, Closet Quants?
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Plus! Covid and Imbalances; Intangibles; Unbundling NYC; How Could Quibi Have Won?; Semiconductor Chaos
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Plus! France’s New Industrial Policy, China Exit Subsidies, China Chips, Basic Income With Right-Wing Populist Characteristics, Facebook’s Election Redistribution, Antitrust Timing
FinanceRevenue-Based Lending: It's Close Enough to Equity
Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma
FinanceBusiness Model Meta-Models
Plus! Fed Maximalism, CFOs, TikTok, IPOs vs Direct Listings, Death and Base Rates, Rapid testing, Wuhan, Politics in a One-Party State
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Plus! The Corner, Loans, Apple and China, Filecoin, Oil & Gas & Demographics, more...
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