Qurate: How Fast Does the Ice Cube Melt?
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
Plus! A Preview, From China; Noisy Data; Platforms; Another Shortage; Hacking and Options
Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage
Plus! First-Party Data; Trading Credits for Emissions; Scraping; Splits; Where to Build
Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
Plus! Tax Traps and Heterogeneous Preferences; Software Eats Lines; Number Cruncher Indigestion; Edge; The Other Last Mile
Plus! Portal and Technology Prosthetics; Browsers as a Shopping Tool; BNPL Rules; John Kelly and YOLO Stocks; News Post-Trump