Defensive Monopolies
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
Plus! Non-Fungible Tokens; Indie.VC; "Digital Decolonisation"; Tech Sees Like a State: Vaccination Edition; Where Amazon Earns
Plus! Institutional Bitcoin; Negative Prices; Facial Recognition; Recursive Product Development; Every Tech Company Becomes a Bank; Robinhood, Underwriter?
Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
Plus! Nintendo, Github, Google, Software's Extended Phenotype, More...
Plus! Google Paying Publishers, Quant Crowding, Compare and Contrast, Stimulus for the Dead, Social Credit, more...
Plus! One Macro Bet, Jio, High-Frequency Indicators, Noisy Data, Theaters
Plus! Masterclass, Europe, USD, RMB, V/L Recovery, Twitter, Oil Tax
Plus! Rogan -> Spotify, NYT 3P -> 1P, Conferences ,Theaters, Microsoft Build, Facebook Shops,
Plus! Amazon & Twitter Earnings, Bullwhips, Commoditizing the Complement, Remote Work, Apple Demographics, State Bailouts, Adpocalypse
Plus! Earnings, Adpocalypse Updates, Cloud Updates, Loans, Supply Chains, Theater Mismatch, Commoditized Complements, More...
Plus! Amazon Payouts, Fast Funding, Github and Commoditized Complements, Bank of Cisco