Amazonifying 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
←
Back to all posts
-
Unlock Premium to read this post →
-
Limits to Ad Price Discrimination
Unlock Premium to read this post →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
-
Homesteading Mental Models
Sign up for free to gain access →Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
-
American Exceptionalism
Unlock Premium to read this post →Plus! GameStop and the Sneakernet Rally; Margin; Open Facebook; AWS from the Inside; Security, an Update
-
Doordash: Taking Logistics Literally and Seriously
Sign up for free to gain access →Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
-
The Programming/Excel Efficient Frontier
Unlock Premium to read this post →Plus! TAM Boom; SMB M&A; Brick & Mortar Renaissance; Crude Tools; Copytrading
-
China Skepticism: Bipartisan and Multilateral
Unlock Premium to read this post →Plus! Covid and Political Capital; Apple’s Supply Chain Maneuvers; Facebook’s Internal Politics; Financing Refinancing; More...
-
The Contagious Effects of Financial Repression
Unlock Premium to read this post →Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2
-
Bad Overseas Investment as a Global Economic Stabilizer
Sign up for free to gain access →Plus! Flipping Qualtrics, China Supply Chains and ESG Risk, Covid Cliffs, More China, TikTok
-
Bretton Woods Revisited
Sign up for free to gain access →Plus! Giphy, Africa, China & Chips, Italy & Tourism, Good Bubbles