AppLovin's Double-Pivot
Plus! Search, Distribution, and Platform Shifts; Dueling Subsidies; Signal and Noise in Employment Numbers; Who Gets Hit by Logistics Problems; Platforms, Publishers, and In Between
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Splitting Up
Unlock Premium to read this post →Plus! Secret Supercomputers; Platforms; Cold War; Restructuring; Air Freight
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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
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Fracking in the Age of Oil Runoff
Unlock Premium to read this post →Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
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SoFi’s Hedge
Become a member to gain access →Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
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The WeWork Arc
Read this article →Plus! Amazon’s Third-Party Data; The Lucas Critique in Finance; Matching the Huawei Strategy; Froth; Demand and Logistics
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How Fragile is China’s Financial System?
Unlock Premium to read this post →Plus! The Identity Business; Collectibles and Speculation; Social Networks' Systemic Risks; Dealing with Huawei; More...
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The Right Amount of Fraud
Unlock Premium to read this post →Plus! Long-Termism, The Internet of Things and Abstractions, Games and Credit, Domestic Markets, 20%: The New 30%, Trickle-Down Monetary Policy, China’s Red Lines, Road Shows and Signaling
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Netflix: Product vs. Feature Competition
Become a member to gain access →Plus! Vaccine Logistics; FB, Apple, Metternich; Cloud Computing and Backwards Compatibility; more...
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Moonshots, Uncertainty, and Certainty
Become a member to gain access →Plus! Huawei Hedge, Covid tax Arb, Only Azar Can Go to Taiwan, Twitter/TikTok, more...
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Equilibria Aren’t Endpoints
Become a member to gain access →Plus! China, Huawei, Inflation Targeting, Writing the Rules
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Reserve Currencies as Giffen Goods and the Consumer of Last Resort
Unlock Premium to read this post →Plus! Huawei/UK, TikTok and Tech Nationalism, Infrastructure Long Game, Taxes, Browsers, More...