The Old Economics & Geopolitics of the New Struggle Over Chips
Plus! Hacks and Liability; Monopoly Triangulation; Medium Tech Sees Like a State; Transient Inflation; Stranded Gas Assets
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Hedge Funds as Liquidity Providers and the Great Degrossing
Unlock Premium to read this post →Plus! Subscriber Q&A; Return of the Tontine; Amazon and the Minimum Wage; Granularity and Price Discrimination; Decarbonizing; The Vaccine Distribution Supply Chain
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Plaid's Strategic Non-Merger
Unlock Premium to read this post →Plus! Technical CEOs; Tax Theater; Correlated Volatility; Seeing Like a State Updates
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Sharing and Owning Standards
Read this article →Plus! Institutional Bitcoin; Negative Prices; Facial Recognition; Recursive Product Development; Every Tech Company Becomes a Bank; Robinhood, Underwriter?