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Valve's Recursive Model
Plus! Margin Call; The Late-Career MBA; Dark Kitchen R&D; Reopening; Panoptic Property Rights
FinanceDoordash: Taking Logistics Literally and Seriously
Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
TechA Sputnik Moment Without an Apollo Program
Plus! The Ad Shortage; Clicks and Mortar in Delivery; Belt and Road and Branding; More...
ChinaThe Equity Risk Premium at 0% Interest
Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
FinanceQE as an Emergency Policy Tool
Plus! The new CCC, "Unpleasant Convergence," OpenTable's Live Look, and more...
Finance