Shimano: What a Stable Durables Business Looks Like
Plus! More Apple Tax Evasion; TradFi, DeFi, and Competitive Moats; Single Points of Failure; A Less Independent Central Bank; Vaccine Mandates
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iBuying is as Hard as it Looks
Unlock Premium to read this post →Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists
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Blimps, Bots, and the Future of Cargo
Read this article →Plus! Bitcoin's Long March: Pensions; Last Mile; Google's Laffer-Style Tax Cut; Sales
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Fanatics Inc.: The Spoiler
Become a member to gain access →Plus! Cities and Duration; Disney's Semi-Renegotiation (and the Delta Variant); Car/Chip Convergence; Which Apps Win from a Lower Apple Tax?; Evergrande Continues
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The Many Arbitrages of Forbes
Become a member to gain access →Plus! Rogue Arm; Non-Dollar; The Apple Tax and Casual Games; Divvying Up Windfall Profits; Privacy Tradeoffs
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Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
Read this article →Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
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Stripe and Solid-State Economics
Read this article →Plus! Hulu's Regulatory Arbitrage; Post-Archegos; Patents; Emissions: a Global Problem
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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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Inside the House Report on Big Tech and Competition: Part III
Unlock Premium to read this post →Plus! Weekly Q&A, Work-From-Home Metrics, The Single-State Pension Bailout, Emergency Use, Collective Bargaining for Data, More...
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Newsletters and New Media Economics
Read this article →Plus! Coming Attractions, Fortnite and Apple, Apple's Other App Problem, Theaters and Two-Sided Networks, AI Economics, Wealth Taxes, and much more...
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Microsoft and the Triumph of Fixed Mindset
Unlock Premium to read this post →Plus! India and China, Capital as a Service, Broken Apps, Space Cloud, more...
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App Discovery as an Antitrust Solution
Unlock Premium to read this post →Plus! WWDC, Hainan, 0%, Bots vs Journalists, Japan as #1 (in supercomputers), Zillbnb