Bowlero: Rolling Up the Bowling Business
Plus! Memberships; The Half-Life of Free-to-Play; Instacart and Going Direct; Self-Regulation; AI Art
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Moderna's Bets: Moonshots and Platforms
Become a member to gain access →Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
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Is Everything Getting Old?
Become a member to gain access →Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
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A Golden Age for Individual Investors
Become a member to gain access →Plus! Bearish Berkshire, Cloud, Unlockdown, Luckin, Adpocalypse, Big Tech Political Realignment, Healthcare Fintech