Banking when you can’t Bank on Anything: Part 1
Plus! France’s New Industrial Policy, China Exit Subsidies, China Chips, Basic Income With Right-Wing Populist Characteristics, Facebook’s Election Redistribution, Antitrust Timing
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Revenue-Based Lending: It's Close Enough to Equity
Unlock Premium to read this post →Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma
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Platform Ideology
Unlock Premium to read this post →Facebook’s Research Commitment; Peak EQ; Monetizing TikTok; Airlines Reprice; Kinder, Gentler App Store; The Reliance Model, Continued
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Asana: Ontology-as-a-Service
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Facebook and Superlinear Risk Scaling
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Netflix: Product vs. Feature Competition
Become a member to gain access →Plus! Vaccine Logistics; FB, Apple, Metternich; Cloud Computing and Backwards Compatibility; more...
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Malls: Competitors and Complements
Unlock Premium to read this post →Plus! Coworking: The Narrow Bet, Decentralization and Social Capital, Microstrategy Macro, more...
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To Understand Jio, You Need To Understand Reliance
Read this article →Plus! Earnings, Seeing For the State, Gerontocracy, Kids' YouTube M&A, and much, much more...
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The Paycheck Protection Plan: Where Did The Money Go?
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Residential Real Estate After Covid
Unlock Premium to read this post →Plus! Google Remote, Two Emerging Markets, Security & Usability, Security & Liability, More...
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Equilibria Aren’t Endpoints
Become a member to gain access →Plus! China, Huawei, Inflation Targeting, Writing the Rules
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Hiring Based on Side Projects: Unfair, But Good For the World
Read this article →Plus! Narrative Arcs, Live Data, Bailouts, Hacks, Boycotts, Hong Kong, More...