Big Tech at the End of History
Plus! Belt & Road & Vial; CCP and SMBs; Hire Fast, Transfer Fast; Life Imitates Science Fiction; More...
Plus! Belt & Road & Vial; CCP and SMBs; Hire Fast, Transfer Fast; Life Imitates Science Fiction; More...
Plus! How Apple Reprices the Bundle; The Cost of Chip Independence; Nvidia, ARM, and Beijing; Ads and Time Arbitrage; Hydrocarbon Diplomacy; More...
Plus! Commoditization and Information Gaps; Apple’s Bundle; Google Meet and Vendor Shrinkage; Good Product vs Good Business; Onions and Precedents; more...
Plus! Facebook and Moderation Politics, Carbon and Capex, Auditing China, Triangulating TikTok, Vaccine Diplomacy, more...
Plus! Non-Strategic Acquisition, Strategic Non-Acquisition, More-Pigs-Backed Securities,Regulatory Risk Reversal, Closing the Remote Work Arbitrage, “What’s Wrong with Social Science”
Plus! Taiwan and Covid, Defense Tech, The Right Amount of Fraud, Prizes, Airshows, Reliance, Moderation
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
Plus! Very Local Network Effects, Reshoring in Asia (And Elsewhere), False Economies, Chum M&A, Germany’s Auto Policy
Plus! China and Financial Integration; Remote Work and Top Performers; Undocumented Features; TikTok as a Talent Agency; Big Tech and Families; Stimulus, Past and Future
Plus! France’s New Industrial Policy, China Exit Subsidies, China Chips, Basic Income With Right-Wing Populist Characteristics, Facebook’s Election Redistribution, Antitrust Timing
Plus! Zombies and Superstars; Foreign Policy Pivots; Ventilators and Game Theory; Pigs, Then Corn; The Budget; Theatrical Windows Minus Theaters
Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma