Recursive R(t)
Plus! Clone Day; Amazon: Publisher or Store? More Advertising; Retail Risk; Reliance; More...
Plus! Clone Day; Amazon: Publisher or Store? More Advertising; Retail Risk; Reliance; More...
Plus! How Apple Reprices the Bundle; The Cost of Chip Independence; Nvidia, ARM, and Beijing; Ads and Time Arbitrage; Hydrocarbon Diplomacy; More...
Plus! Long-Termism, The Internet of Things and Abstractions, Games and Credit, Domestic Markets, 20%: The New 30%, Trickle-Down Monetary Policy, China’s Red Lines, Road Shows and Signaling
Plus! Very Local Network Effects, Reshoring in Asia (And Elsewhere), False Economies, Chum M&A, Germany’s Auto Policy
Plus! Earnings, Seeing For the State, Gerontocracy, Kids' YouTube M&A, and much, much more...
Plus! Nintendo, Github, Google, Software's Extended Phenotype, More...
Plus! Flipping Qualtrics, China Supply Chains and ESG Risk, Covid Cliffs, More China, TikTok
Plus! V-Shaped Recovery, Tech Sees Like a State in Indonesia, Clever Currency Games, more...
Plus! The "Amazon Tax" Returns, Walmart Prime, Huawei, Risk, Zoom as Fintech, more...
Plus! Virtual Wall, -as-a-Service, Japan, CMOs, Data, Noise, India, China
Plus! Apocalypses Averted, Bureaucracy APIs, Seeing Like a State, Prediction Markets, Carta, more...
Plus! WWDC, Hainan, 0%, Bots vs Journalists, Japan as #1 (in supercomputers), Zillbnb