Kaspi.kz: How a Bank Turned Into a Country’s Financial Operating System
Plus! Covid and Imbalances; Intangibles; Unbundling NYC; How Could Quibi Have Won?; Semiconductor Chaos
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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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The Other Kind of Market Crash
Unlock Premium to read this post →Plus! Founder Alpha or Founder Beta; Google Moves Down the Funnel; Fraud; Detection Monoculture; Debt Forgiveness; More...
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On What Adds Up
Become a member to gain access →Plus! The Tip, Pork Panic, Facebook Politics, SPAC Competition, Subscriptions and Incentives
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How the Pandemic is Fixing Some of the Real Estate Market’s Flaws
Read this article →Plus! Measuring the World’s Largest Economy; Showrooming and Retail; Google Continues to Disaggregate Pages; Canada Policy Goes Post-Covid; The Bus Factor; More...
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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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Contrarian beliefs as a synthetic option
Unlock Premium to read this post →Plus! Google and Grep Risk, App Store Politics, SPACs and IP, Shrinkflation, Dogfooding, More...
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Inside the House Report on Big Tech and Competition: Part III
Unlock Premium to read this post →Plus! Weekly Q&A, Work-From-Home Metrics, The Single-State Pension Bailout, Emergency Use, Collective Bargaining for Data, More...
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A Painful Parable about Insurance and Incentives
Become a member to gain access →Plus! Curbside Transition, China Consumption, YouTube Shopping, Triller, Revenge Shopping, Cars as a Store of Value
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Inside the House Report on Big Tech and Competition: Part II
Read this article →Plus! Yelp’s Crypto-Coinbase Moment; Life at a Hypergrowth Startup; Microsoft’s App Principles; Square and Bitcoin; More...
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Inside the House Report on Big Tech and Competition: Part I
Unlock Premium to read this post →Plus! OPEC’s Game Theory; Reddit Returns to Tradition; LendingClub Gets Exclusive; Games Eat the Real World; “Full-Stack SPAC”; More...
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Big Hit Entertainment: IPO as Price Discrimination
Unlock Premium to read this post →Plus! Tesla Goes Post-PR, H-1B Arbitrage, Trade Wars: US vs China or US vs Imports, More...