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
Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma
Plus! Wirecard, Yuan, Housing, Financial Education for Future 1%ers, Alphabet Insurance
Plus! Subscriber Call, PPE Nationalism, Vaccine Internationalism, Macro Renaissance, Technology-Governance Fit, more...
Plus! Huawei/UK, TikTok and Tech Nationalism, Infrastructure Long Game, Taxes, Browsers, More...
Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
Plus! Virtual Wall, -as-a-Service, Japan, CMOs, Data, Noise, India, China