YouTube's Flywheels
Plus! Optimizing for Growth; The Firehose; Mass Liquidity; Every Retailer an Ad Network; Friction
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Keyword Studios: The Gaming Industry on Easy Mode
Unlock Premium to read this post →Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage
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To: Elon; Subject: Congratulations(?)
Unlock Premium to read this post →Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
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Partial Deregulation as an Antipattern
Read this article →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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Three Bull Cases for Starlink
Read this article →Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
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A Strange Cycle for Cyclical Stocks
Unlock Premium to read this post →Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
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When the world's top economic think tank was located in Redmond, Washington
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It's Hard to Make Money Shorting Worthless Stocks
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Korea's Samsung or Samsung's Korea?
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