What's Happening in Logistics
Plus! Infohazards, How The Grinchbots Steal Inflation, The Hack Expands, AR and the Physical/Digital Switch, Antitrust and Real Interest Rates
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Understanding Flag Carriers
Unlock Premium to read this post →Plus! Subscriber Call; Early Doordash; Ads and Adverse Selection; The Facebook Suit; The Downside of a Negative Cash Cycle; Data Brokers and PR Surface Area
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E-Commerce, Advertising and Perfect Price Discrimination
Become a member to gain access →Plus! Regulatory Arbitrage in Housing; “The first year of the 21st century”; Big Tech Sees Like a State: Consumer Protection; Where is “China as Number One?”
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Wish: E-Commerce, Fast and Slow
Read this article →Plus! Online-to-Offline; <$10/month; Movie Lots; Taxes and Incentives; Unfairness
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Who Benefits from Less Travel?
Unlock Premium to read this post →Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing
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Understanding Airbnb
Read this article →Plus! Measuring Eyeballs; Property Rights; Reputational Bug Bounties; Running Out the Clock on Tariffs
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How Bubbles and Megaprojects Parallelize Innovation
Read this article →Plus! Vaccine Economics and Emerging Markets; Big Tech and the Missing Middle; The Personal, The Political, and Ant; Form, Function, and Ads; More...
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Collectibles, Fractional Status, and Fragmented Funding
Become a member to gain access →Plus! Vaccine!; Amazon and Labor Price Discrimination; The Slow, Subjective Pension Cut; A Test Case for Yelp Moderation; Ads and Surplus Capture
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A Sputnik Moment Without an Apollo Program
Become a member to gain access →Plus! The Ad Shortage; Clicks and Mortar in Delivery; Belt and Road and Branding; More...
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The WeWork Arc
Read this article →Plus! Amazon’s Third-Party Data; The Lucas Critique in Finance; Matching the Huawei Strategy; Froth; Demand and Logistics
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Big Hit Entertainment: IPO as Price Discrimination
Unlock Premium to read this post →Plus! Tesla Goes Post-PR, H-1B Arbitrage, Trade Wars: US vs China or US vs Imports, More...
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Does the US Electorate Prefer Deflation?
Unlock Premium to read this post →Plus! China and Investment-to-Consumption; Netflix’s Economics at a $1,600 GDP Per Capita; The Product/Ad Bundle; Russia Taxes Tycoons; More...