THE DIFFThe Old Economics & Geopolitics of the New Struggle Over Chips
Plus! Hacks and Liability; Monopoly Triangulation; Medium Tech Sees Like a State; Transient Inflation; Stranded Gas Assets
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Surviving a Combinatorial Explosion
Plus! Sanctions, Cautiously; Adtech Always Adds Layers; Unfundable Mines; Less Marginal Business
GamingUnderstanding Archegos
Plus! Predictions are Hard, Except About the Distant Future; Defense Tech; Supply Chains are Not Trivial; Another Year Without a Summer (Of Tourism, In Some Places); Many Chip Supply Chains
FinanceA Strange Cycle for Cyclical Stocks
Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
FinanceWhen the world's top economic think tank was located in Redmond, Washington
Plus! Clubhouse and Clubhouses; Private Planes Go Public; More Decarbonization; Supply Chains as a Hostage Negotiation; Coasian Parliament
TechUnderstanding Flag Carriers
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
FinanceWinner-Take-Some Platforms
Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
TechBig Hit Entertainment: IPO as Price Discrimination
Plus! Tesla Goes Post-PR, H-1B Arbitrage, Trade Wars: US vs China or US vs Imports, More...
FinanceTikTok: Build/Buy/Ban
Plus! Onshoring India, The China Model Outside China, Tech Sees Like a State, Unbundling Equity Research, more...
TechMexico’s Missing Crisis
Plus! The Hearings, Facebook's Intelligence Network, TikTok, The Laika Moment, more...
MexicoA Uranium Shortage, Someday
Plus! 1.5th Wave, Unemployment Cliff, TikTok, Transparency, more...
EconomicsSPACs as a Call Option on Hype
Plus! More on the Twitter Hack; Corruption, Liquor, and the China Bubble; Q/Q vs Y/Y; more...
Finance