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
Plus! Etsy/Depop: Networks Are Made of People (With Birthdays); AMC's Popcorn; Amazon, Regulator; Rollups and the Mid-Platform; Bubble as Hedge
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
Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
Plus! GameStop and the Sneakernet Rally; Margin; Open Facebook; AWS from the Inside; Security, an Update
Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
Plus! TAM Boom; SMB M&A; Brick & Mortar Renaissance; Crude Tools; Copytrading
Plus! Covid and Political Capital; Apple’s Supply Chain Maneuvers; Facebook’s Internal Politics; Financing Refinancing; More...
Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2
Plus! Flipping Qualtrics, China Supply Chains and ESG Risk, Covid Cliffs, More China, TikTok
Plus! Giphy, Africa, China & Chips, Italy & Tourism, Good Bubbles