Us/China

Plus! State Fiscal Challenges: Not Universal; The Game Theory of a Tech Scene; Counter-Moderation; Venezuela (Gradually) Liberalizes; Ponzi Demographics; Work-to-Rule Protectionism

Plus! Reverse War Economy Update; The Lab Story; Borrowing Growth Hacks; The Weak Wealth Effect; Waiting Out Trump

Plus! GameStop and the Sneakernet Rally; Margin; Open Facebook; AWS from the Inside; Security, an Update

Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops

Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split

Plus! The Ad Shortage; Clicks and Mortar in Delivery; Belt and Road and Branding; More...

Plus! Covid and Imbalances; Intangibles; Unbundling NYC; How Could Quibi Have Won?; Semiconductor Chaos

Plus! China and Investment-to-Consumption; Netflix’s Economics at a $1,600 GDP Per Capita; The Product/Ad Bundle; Russia Taxes Tycoons; More...

Plus! Cyber-Risk Insurance and Mutating Incentives; SPACs-Squared; Ideological Competition; Poland’s Green New Deal; Who Buys Gold?; More...

Plus! How Apple Reprices the Bundle; The Cost of Chip Independence; Nvidia, ARM, and Beijing; Ads and Time Arbitrage; Hydrocarbon Diplomacy; More...

Plus! Commoditization and Information Gaps; Apple’s Bundle; Google Meet and Vendor Shrinkage; Good Product vs Good Business; Onions and Precedents; more...