THE DIFFAmazonifying the Un-Amazonable
Plus! Etsy/Depop: Networks Are Made of People (With Birthdays); AMC's Popcorn; Amazon, Regulator; Rollups and the Mid-Platform; Bubble as Hedge
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Limits to Ad Price Discrimination
Plus! Two (or more) Chip Supply Chains; AI-as-a-Service; Game Theory and Margin Calls; Scale and Limits; Trading Through It; The Fame Business
TechHomesteading Mental Models
Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
FinanceAmerican Exceptionalism
Plus! GameStop and the Sneakernet Rally; Margin; Open Facebook; AWS from the Inside; Security, an Update
FinanceDoordash: Taking Logistics Literally and Seriously
Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
TechThe Programming/Excel Efficient Frontier
Plus! TAM Boom; SMB M&A; Brick & Mortar Renaissance; Crude Tools; Copytrading
FinanceChina Skepticism: Bipartisan and Multilateral
Plus! Covid and Political Capital; Apple’s Supply Chain Maneuvers; Facebook’s Internal Politics; Financing Refinancing; More...
Presidential Election 2020The Contagious Effects of Financial Repression
Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2
FinanceBad Overseas Investment as a Global Economic Stabilizer
Plus! Flipping Qualtrics, China Supply Chains and ESG Risk, Covid Cliffs, More China, TikTok
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