Moderna's Bets: Moonshots and Platforms
Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
←
Back to all posts
-
Become a member to gain access →
-
When and Why to Shut Down an Exchange
Unlock Premium to read this post →Plus! Deepfakes; Ending Algorithmic Parallel Construction; The Movie Business is now the Streaming Business; Reopening Vietnam; Omnichannel Food
-
Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Read this article →Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
-
Can We Afford the Ownership Economy?
Become a member to gain access →Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
-
On Jargon
Become a member to gain access →Plus! Annual Subscriptions as Startup Capital; Pigovian Benefits; Covid and Knowledge Diffusion; LinkedIn and Incentives; Lithium
-
Why Coolness-Aggregating Platforms Have Limited Pricing Power
Unlock Premium to read this post → -
Are Persistently Low Rates Caused By... Persistently Low Rates?
Unlock Premium to read this post →Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
-
Insurgency Economics
Unlock Premium to read this post →Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
-
The Economics of Selling Short-Selling Ideas
Unlock Premium to read this post →Plus! Fraud and Measurement Error; When Sanctions Work; Distribution-Focused Media; In-Company Decentralization; Pension Reform, Gradually
-
Invisible Media Models
Become a member to gain access →Plus! P2P+; Real-World Abstractions; China's Unicorn Shortage; Living in the Unevenly Distributed Future; Housing: The Long-Term View
-
Artificial Urgency as a Forcing Function
Unlock Premium to read this post →Plus! Frontend Omnichannel, Backend Specialization; Another Business Mafia; Cloud Computing: Cheap Because it's Expensive; Apple's Leads; Black Starts; Smart Lamps
-
Inevitable Omnichannel, Impossible Omnimedia
Become a member to gain access →Plus! Capital and Competition; Alternative Data; Definite and Indefinite Optimism in Economics; The Warring 2020s?; Cybersecurity: Always Worse Than It Looks