In (Partial) Defense of Discounted Cash Flow Guesswork
Plus! Centralized Liquidity; Tighter Integration; Folk Wisdom; New Old Normal; Copilot and Pricing
Plus! Centralized Liquidity; Tighter Integration; Folk Wisdom; New Old Normal; Copilot and Pricing
Plus! Amazon's Upside; Copilot; The Microsoft Legal Strategy; Take Rates; The Infrastructure Layer
Plus! Nintendo, Github, Google, Software's Extended Phenotype, More...
Plus! Big Tech M&A, European Vacations, Reverse Hong Kong, Microsoft-on-Microsoft Disruption, and more...
Plus! Amazon Payouts, Fast Funding, Github and Commoditized Complements, Bank of Cisco