Drone Delivery: Accelerating to Inevitable
Plus! Media/Software Synthesis; The Working Capital Accelerant; Klarna Fills in the Gaps; Younger SPAC Targets; Consumer-Facing DeFi
←
Back to all posts
-
Read this article →
-
The Controlled Demolition of China Evergrande
Unlock Premium to read this post →Plus! Oil and Delta; Buffers and Signals; Latency; Lags; Synergy
-
Alibaba and State-Owned Enterprises
Become a member to gain access →Plus! Tech Nationalism; Globalizing Accounting; Restaurant Elasticity; 15%
-
Building Parallel Financial Systems
Read this article →Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
-
Are Payment Networks Protocols, Public Goods, Co-ops, or Companies?
Unlock Premium to read this post →Plus! Ghost Kitchen Challenges; Ending Just-in-Time; Carbon; The Cost of a Breach; Universal Margin Improvement
-
Stagnationism
Unlock Premium to read this post →Plus! Halfway; Activism, Shareholder and Otherwise; Employee Benefits and Marginal Costs; Fixing the Saudi Economic Barbell; Amazon, Niche Player
-
What If SPACs are a Shift, Not a Bubble?
Unlock Premium to read this post →Plus! Subscriber Call; What Business is FireEye In?;Knocking Out the BigCo Option; Realignment; More Airline Green Zones; New York’s Amazon-Competitor-Tax; Social Trust; The Bet; Pensions
-
Who Benefits from Less Travel?
Unlock Premium to read this post →Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing
-
Doordash: Taking Logistics Literally and Seriously
Become a member to gain access →Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
-
Uber: From World Domination to Industry ETF
Unlock Premium to read this post →Plus! Cyber-Risk Insurance and Mutating Incentives; SPACs-Squared; Ideological Competition; Poland’s Green New Deal; Who Buys Gold?; More...
-
The Equity Risk Premium at 0% Interest
Unlock Premium to read this post →Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism