Nikola, Hype and Vaporware
Plus! Non-Strategic Acquisition, Strategic Non-Acquisition, More-Pigs-Backed Securities,Regulatory Risk Reversal, Closing the Remote Work Arbitrage, “What’s Wrong with Social Science”
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Ant Group and China’s Fitful Convergence
Become a member to gain access →Plus! The Startup Cycle; Buybacks; Return-on-Kickback; Legalization; Housing; Big Tech, Monopolies, and Attack Surface; TikTok
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Facebook and Superlinear Risk Scaling
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Netflix: Product vs. Feature Competition
Become a member to gain access →Plus! Vaccine Logistics; FB, Apple, Metternich; Cloud Computing and Backwards Compatibility; more...
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Every Investor is a Market Maker
Unlock Premium to read this post →Plus! TikTok/Reliance, Uber/Lyft Out, Payments -> Lending, Foxconn, Weak Dollar, AI Arms Dealers, more...
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Social Credit
Unlock Premium to read this post →Plus! TikTok, Technology Commoditizes Therapy, Technology Commoditizes Me?, Ransomware, Xi 2035, more...
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Software Is Finally Eating Insurance: Inside the Duck Creek S-1
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Mexico’s Missing Crisis
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The Paycheck Protection Plan: Where Did The Money Go?
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