Revenue-Based Lending: It's Close Enough to Equity
Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma
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The Vindication of Discounted Cash Flow Models
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Amazon: A New Kind of Antitrust Risk
Read this article →Plus! Subscriber Call, PPE Nationalism, Vaccine Internationalism, Macro Renaissance, Technology-Governance Fit, more...
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Malls: Competitors and Complements
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To Understand Jio, You Need To Understand Reliance
Read this article →Plus! Earnings, Seeing For the State, Gerontocracy, Kids' YouTube M&A, and much, much more...
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The Bullwhip Effect
Read this article →Plus! State Capacity Liquidationism, Hong Kong, Infrastructure, Big Tech
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If Y Combinator is the New College, What’s the New Y Combinator?
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The Hack: When Crime Pays Fractions of a Penny on the Dollar
Read this article →Plus! Jio, Bans, Slacktivism, Slackifying, Micro PE, Airbnb
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The 1.5th Wave: The Worst of Both Worlds
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Globalization: A Toy Story
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Microsoft and the Triumph of Fixed Mindset
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It's Hard to Make Money Shorting Worthless Stocks
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