The History Problem
Plus! Downsides to the Solid-State Economy; BeReal; ESG Retaliation; Believing the Data; Dependency
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Is Everything Getting Old?
Read this article →Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
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Correlations go to One, in Good Ways and Bad
Read this article →Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
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The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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Populism and Product Sense
Unlock Premium to read this post →Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
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In (Partial) Defense of Discounted Cash Flow Guesswork
Unlock Premium to read this post →Plus! Centralized Liquidity; Tighter Integration; Folk Wisdom; New Old Normal; Copilot and Pricing
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Data's Limits and the Judgment Gap
Read this article →Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
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Type-Safe Internal Communications
Unlock Premium to read this post →Plus! Still Growing; Drones;' Cheap Japan; Japan's Governance Problems in Microcosm; War and MMT Update
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Fiscal and Monetary Policy for Platforms
Unlock Premium to read this post →Plus! Tiger; Amazonifying; Automation; Apple's Depth; Harvesting Lawsuits
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Optimal Research Allocation
Unlock Premium to read this post →Plus! Synergies and Conflicts; Managing a War Economy; Contagious Institutions; Generational Investments; Customer-Friendly?
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Adverse Selection is the Second Most Powerful Force in the Universe
Unlock Premium to read this post →Plus! Metaverse; No New Normal for Supply Chains; The Top-Heavy Market; "Uninvestable"