Dash

Plus! Taking Away KPIs; Gigs and Utilization; Banker Pay; What's Still Happening in Logistics; Cars and Software

Plus! Every Business Turns Into an Ad Business; Financial Decoupling; Still Room to Scale; Pay-for-Inclusion; Amazon and Costco; Bitcoin: Made in America

Plus! Gas; Everything Turns Into Ads...; ...Or Attach Rates; Globalizing the China App Model; AI Safety in China

Plus! Otis Elevators: It's Time to Rebuild; Ride-Sharing: Labor Arbitrage, Not Bootstrapping; The Next Nanometers; Google Bundles; Surge Fees

Plus! The Advice Bundle; The Apple Platform; SPACs: Fast, But Fast Enough?; Loyalty and Purchase Frequency; Labs Over Fabs?

Plus! Subscriber Call; Early Doordash; Ads and Adverse Selection; The Facebook Suit; The Downside of a Negative Cash Cycle; Data Brokers and PR Surface Area

Plus! Boy Band National Champions;Protein Folding; Golden Handcuffs; Amazon vs Wish Rolls On

Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst

Plus! The Ad Shortage; Clicks and Mortar in Delivery; Belt and Road and Branding; More...

Plus! TikTok, Technology Commoditizes Therapy, Technology Commoditizes Me?, Ransomware, Xi 2035, more...