Is Everything Getting Old?
Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
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Oyo: the the Risk-Stays-on-the-Books Model
Unlock Premium to read this post →Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
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Katitas: Making a Market in an Asset With an Expiration Date
Unlock Premium to read this post →Plus! Pigouvian Vax Tax; Platform Arbitrage; The Curve;The School to School District Transition; Price Hikes
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Newsletters Can Move Markets
Read this article →Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
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The Economics of Pseudonymity
Read this article →Plus! Fungible Energy Jobs; Robinhood's Other IPO News; Financial Engineering in Home Improvement; The Case for Steeply Progressive Ad Taxes; Like OPEC In a Good Way
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Since Covid, has the Worst-Case Scenario Gotten Better or Worse?
Unlock Premium to read this post →Plus! Why TSM Won; The Security Downside to Solid-State Economics; Work-From-Home Tradeoffs; Covid Baby Bust/Boom; Named Philosophies
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Japan: Stock Picker's Paradise
Unlock Premium to read this post →Plus! Otis Elevators: It's Time to Rebuild; Ride-Sharing: Labor Arbitrage, Not Bootstrapping; The Next Nanometers; Google Bundles; Surge Fees
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Oscar: Upstart Economics, Incumbent Risks
Unlock Premium to read this post →Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
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China's Recovery and its Consequences
Unlock Premium to read this post →Plus! The Chip Shortage; Gamestop; Roll-Your-Own Right-To-Be-Forgotten; Rideshare Elasticity; The V/L Recovery in Travel
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The Technocrats' Recovery
Read this article →Plus! Big Tech Sees Like a State Update; Why Don't Car Subscriptions Work; Taylorism-as-a-Service; The Semiconductor Boom; R&D and the Genius Problem
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Taiwan Semiconductor Manufacturing: A Successful Faith-Based Organization
Unlock Premium to read this post →Plus! Slack, Salesforce, and Aggregation; Germany Pays Up to Preserve Intra-Eurozone Transfers; RIP Giscard; Stripe Treasury and Legibility; GP, Inc.; Scale.ai
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The Future of Remote Work is Not That Remote
Read this article →Plus! Multilateralism, Unilatéralisme, Wanamaker Updated, Domestic Fabs, and More...