THE DIFFThe Privacy Front in the Messaging Wars
Plus! GameStop; Too Much of a Good Thing; Controlled Boom; Decarbonizing; Taiwan and China; Local News
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SoFi’s Hedge
Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
Finance - Read this article
Big Tech Sees Like a State
Plus! Pirate’s Treasure, Redux; Takedowns; Antitrust and Laggy Beliefs; Money, The High-Order Bit; More...
Tech - Read this article
Why Duopolies?
Plus! The City Network Effect Unwind; Hardware-as-a-Service; Facebook Feedback; 1-to-N Moonshots; Election
Finance - Read this article
A Sputnik Moment Without an Apollo Program
Plus! The Ad Shortage; Clicks and Mortar in Delivery; Belt and Road and Branding; More...
China - Read this article
How the Pandemic is Fixing Some of the Real Estate Market’s Flaws
Plus! Measuring the World’s Largest Economy; Showrooming and Retail; Google Continues to Disaggregate Pages; Canada Policy Goes Post-Covid; The Bus Factor; More...
Finance - Read this article
Uber: From World Domination to Industry ETF
Plus! Cyber-Risk Insurance and Mutating Incentives; SPACs-Squared; Ideological Competition; Poland’s Green New Deal; Who Buys Gold?; More...
Tech - Read this article
Surfing the Right S-Curve
Plus! Google: Benefits and Retention; Tail Risk on Trial; Policy Homogeneity; Procurement; Density Redistribution; Crisis Hormesis; The Other Derivatives Narrative
Finance - Read this article
When the Pay-Per-API-Call Model Pays
Plus! Very Local Network Effects, Reshoring in Asia (And Elsewhere), False Economies, Chum M&A, Germany’s Auto Policy
Tech - Read this article
Alphabet and Things That Don’t Scale
Plus! The City Cycle, Consultants, Recruiting Around Universities, 60/40
Tech - Read this article
SPACs 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 - Read this article
Why United Airlines Wants to Risk a Run on the Bank
Plus! Negative Rates, Belt and Road, Brazil, China, Uber, Korea, Good News, Anomalies Explained
Economics