Taiwan and Supply Chain Frenmity
Plus! Airline Green Zones; Short Sellers and the Supply Chain of Information; Housing and Pull-Forward Demand; Facebook and Visa Arbitrage
←
Back to all posts
-
Read this article →
-
Wish: E-Commerce, Fast and Slow
Read this article →Plus! Online-to-Offline; <$10/month; Movie Lots; Taxes and Incentives; Unfairness
-
Economic Policy for the Beginning of the End of the Pandemic
Unlock Premium to read this post →Plus! Amazon and the Middle Mile; Vaccine Updates; M&A Protectionism; Discretionary Quants; Uber’s Duration Extension; Apolitical Facebook
-
Big Tech Sees Like a State
Read this article →Plus! Pirate’s Treasure, Redux; Takedowns; Antitrust and Laggy Beliefs; Money, The High-Order Bit; More...
-
Why Duopolies?
Unlock Premium to read this post →Plus! The City Network Effect Unwind; Hardware-as-a-Service; Facebook Feedback; 1-to-N Moonshots; Election
-
Content Moderation and Regulatory Capture
Unlock Premium to read this post →Plus! Martian Jurisdiction, Foxconn and the Henhouse, Data Insurgents, Apple’s Search Game Theory
-
Inside the House Report on Big Tech and Competition: Part II
Read this article →Plus! Yelp’s Crypto-Coinbase Moment; Life at a Hypergrowth Startup; Microsoft’s App Principles; Square and Bitcoin; More...
-
Inside the House Report on Big Tech and Competition: Part I
Unlock Premium to read this post →Plus! OPEC’s Game Theory; Reddit Returns to Tradition; LendingClub Gets Exclusive; Games Eat the Real World; “Full-Stack SPAC”; More...
-
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...
-
Does the US Electorate Prefer Deflation?
Unlock Premium to read this post →Plus! China and Investment-to-Consumption; Netflix’s Economics at a $1,600 GDP Per Capita; The Product/Ad Bundle; Russia Taxes Tycoons; More...
-
China Skepticism: Bipartisan and Multilateral
Unlock Premium to read this post →Plus! Covid and Political Capital; Apple’s Supply Chain Maneuvers; Facebook’s Internal Politics; Financing Refinancing; More...
-
Big Cities Have a Comparative Disadvantage at Basic Services
Unlock Premium to read this post →Plus! Facebook and Moderation Politics, Carbon and Capex, Auditing China, Triangulating TikTok, Vaccine Diplomacy, more...