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Issues in this topic
Moderna's Bets: Moonshots and Platforms
Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
TechAdding Up Emissions
Plus! Ukraine and Air Freight; Russia and China; Going Greenish; Logistics and Lead Generation; Games and Marketing
FinanceUnderstanding Netflix
Plus! Ad Expansion; Centralizing Crypto; Monetizing Exhaust; The Changing World of Disinformation
TechCheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction
Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
TechThe Economics of Selling Short-Selling Ideas
Plus! Fraud and Measurement Error; When Sanctions Work; Distribution-Focused Media; In-Company Decentralization; Pension Reform, Gradually
FinanceSquare and Afterpay: Payments, not Credit
Plus! Data Leaks; Invisible Put Option Exercised; Another Company Goes Subscription; The Greenwashing/Credit Spreads Arbitrage; Greenflation
FinanceNextdoor: Old Model, New Networks
Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
TechAffirm, Returnly, and Balance Sheet Micromanagement
Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
TechAlibaba and State-Owned Enterprises
Plus! Tech Nationalism; Globalizing Accounting; Restaurant Elasticity; 15%
TechPrediction Markets and Worse is Better
Plus! De-Dollarization on Paper; The Amazon Bundle; The Extension Market; Zombie Airlines; Supersonic; Fractal Fraud
FinanceSVB: Bank of Convexity
Plus! Apple M&A; Countering Patent Trolls; Payments and Network Effects; Fraud Ingredients; RIP 30%?
Finance