Yandex: Google Through the Looking Glass
Plus! Shifting the Curve; Where Housing Demand Comes From; Throughput; Lobbying; Customer Service-as-a-Service
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Taking Strategy Seriously
Read this article →Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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Making Bundling an Auto-Antonym
Unlock Premium to read this post →Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
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AWS. Scale.AI. Lego.
Unlock Premium to read this post →Plus! Shale; Specialized Fintech; Cherry-Picking; Vegas; Overdrafts
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DiDi: Ridesharing on Day One
Unlock Premium to read this post →Plus! Identity; Deescalation; Inflation is Everywhere but the Bond Market Statistics; Privatization in South Africa; Protectionism
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A Normal Country?
Read this article →Plus! Negative-Marginal-Cost Billboards; Spillovers; Piecemeal Privatization; Financial Protectionism
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The Old Economics & Geopolitics of the New Struggle Over Chips
Become a member to gain access →Plus! Hacks and Liability; Monopoly Triangulation; Medium Tech Sees Like a State; Transient Inflation; Stranded Gas Assets
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Learning a Little from Ponzi Schemes
Unlock Premium to read this post →Plus! Coinbase; Tiger and Turnover; The Finance Dialectic; The Hostile Amazon Bundle; Cybersecurity Updates
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Partial Deregulation as an Antipattern
Read this article →Plus! China's Inflation Inflection; The Next Amazon IPO; The First Shopify Pivot; The Other Two Supply Chains; Non-Monolithic China
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Electrocloud!
Read this article →Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
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Solo Instinct to Dueling Narratives
Unlock Premium to read this post →Plus! Why Own Bonds?; China Inc; App Store Tax Cuts; Complex Supply Chains; Slow Oil Recovery
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GE: Surfeit of Synergy
Become a member to gain access →Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class