The Old Economics & Geopolitics of the New Struggle Over Chips
Plus! Hacks and Liability; Monopoly Triangulation; Medium Tech Sees Like a State; Transient Inflation; Stranded Gas Assets
Plus! Hacks and Liability; Monopoly Triangulation; Medium Tech Sees Like a State; Transient Inflation; Stranded Gas Assets
Plus! Sanctions, Cautiously; Adtech Always Adds Layers; Unfundable Mines; Less Marginal Business
Plus! Predictions are Hard, Except About the Distant Future; Defense Tech; Supply Chains are Not Trivial; Another Year Without a Summer (Of Tourism, In Some Places); Many Chip Supply Chains
Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
Plus! Clubhouse and Clubhouses; Private Planes Go Public; More Decarbonization; Supply Chains as a Hostage Negotiation; Coasian Parliament
Plus! Subscriber Call; Early Doordash; Ads and Adverse Selection; The Facebook Suit; The Downside of a Negative Cash Cycle; Data Brokers and PR Surface Area
Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
Plus! Tesla Goes Post-PR, H-1B Arbitrage, Trade Wars: US vs China or US vs Imports, More...
Plus! Onshoring India, The China Model Outside China, Tech Sees Like a State, Unbundling Equity Research, more...
Plus! The Hearings, Facebook's Intelligence Network, TikTok, The Laika Moment, more...
Plus! 1.5th Wave, Unemployment Cliff, TikTok, Transparency, more...
Plus! More on the Twitter Hack; Corruption, Liquor, and the China Bubble; Q/Q vs Y/Y; more...