Defensive Monopolies
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
Plus! Annual Subscriptions as Startup Capital; Pigovian Benefits; Covid and Knowledge Diffusion; LinkedIn and Incentives; Lithium
Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing
Plus! Covid winners, Covid losers, Apple Tax cut, Zoom Backlash, Information Overload
Plus! 2m more barrels per day, institutional homebuyers, CFIUS...