Inside the House Report on Big Tech and Competition: Part III
Plus! Weekly Q&A, Work-From-Home Metrics, The Single-State Pension Bailout, Emergency Use, Collective Bargaining for Data, More...
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The Gamer/Arbitrageur to Generalist Pipeline
Read this article →Plus! Office Politics, Redux; Vaccine as Perk; Who Owns User Data?; Tech Sees Like a State, Test-and-Trace Edition;The Negotiate-With-Hackers Hack; More...
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Understanding Costco: The Real Estate to LTV Equation
Unlock Premium to read this post →Plus! Big Tech Sees Like a State; China: Following the Money; Vaccines and the Multi-Armed Bandit; Coinbase and Consistency; {-Shaped Recovery
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When and Why to Love Non-Voting Stock
Become a member to gain access →Plus! TikTok’s Key Money, Germany’s Other Export, Coordinated Authentic Behavior, More...
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Big Tech at the End of History
Read this article →Plus! Belt & Road & Vial; CCP and SMBs; Hire Fast, Transfer Fast; Life Imitates Science Fiction; More...
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Opendoor Restructures Real Estate
Unlock Premium to read this post →Plus! Commoditization and Information Gaps; Apple’s Bundle; Google Meet and Vendor Shrinkage; Good Product vs Good Business; Onions and Precedents; more...
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Markets with Personality
Unlock Premium to read this post →Plus! China and Financial Integration; Remote Work and Top Performers; Undocumented Features; TikTok as a Talent Agency; Big Tech and Families; Stimulus, Past and Future
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Platform Ideology
Unlock Premium to read this post →Facebook’s Research Commitment; Peak EQ; Monetizing TikTok; Airlines Reprice; Kinder, Gentler App Store; The Reliance Model, Continued
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Asana: Ontology-as-a-Service
Unlock Premium to read this post →Plus! IPO Pops, Passive Distortions, Covid: Paychecks and Spending, Mexico Reshoring, Facebook Moderation
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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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The Big Rich and the Transience of Risk-Driven Wealth
Unlock Premium to read this post →Plus! Factor Decay, Browsers, Cash Flow, TikTok, Public Data, China’s Chips, Tech Sees Like a State: Earthquakes
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TikTok: Build/Buy/Ban
Become a member to gain access →Plus! Onshoring India, The China Model Outside China, Tech Sees Like a State, Unbundling Equity Research, more...