Softbank's Dreams and Downside Protection
Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
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Truncating the Tails
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Two Privacy Stacks
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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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Alphabet and Things That Don’t Scale
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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