Splitting Up
Plus! Secret Supercomputers; Platforms; Cold War; Restructuring; Air Freight
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AT&T as Ancient Big Tech
Unlock Premium to read this post →Plus! Developers, Developers, Developers; Viral Science; "The Cloud is just some other country's computer"; Stock Radio; Video, In-Person, and Deal Cadence; Credit; Working Capital
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A Strange Cycle for Cyclical Stocks
Unlock Premium to read this post →Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
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Big Hit Entertainment: IPO as Price Discrimination
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It's Hard to Make Money Shorting Worthless Stocks
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Korea's Samsung or Samsung's Korea?
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