Compounder Graveyard: Valeant’s Effort
Plus! Decarbonization; Streaming in India; Vegas; Copycat Economics; The Disney Platform
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China Skepticism: Bipartisan and Multilateral
Unlock Premium to read this post →Plus! Covid and Political Capital; Apple’s Supply Chain Maneuvers; Facebook’s Internal Politics; Financing Refinancing; More...
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Recursive R(t)
Unlock Premium to read this post →Plus! Clone Day; Amazon: Publisher or Store? More Advertising; Retail Risk; Reliance; More...
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Opendoor Restructures Real Estate
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Banking When You Can’t Bank on Anything: Part 2
Read this article →Plus! Taiwan and Covid, Defense Tech, The Right Amount of Fraud, Prizes, Airshows, Reliance, Moderation
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Platform Ideology
Unlock Premium to read this post →Facebook’s Research Commitment; Peak EQ; Monetizing TikTok; Airlines Reprice; Kinder, Gentler App Store; The Reliance Model, Continued
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Every Investor is a Market Maker
Unlock Premium to read this post →Plus! TikTok/Reliance, Uber/Lyft Out, Payments -> Lending, Foxconn, Weak Dollar, AI Arms Dealers, more...
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To Understand Jio, You Need To Understand Reliance
Read this article →Plus! Earnings, Seeing For the State, Gerontocracy, Kids' YouTube M&A, and much, much more...
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Minimum, Viable, and Not Even a Product
Unlock Premium to read this post →Plus! Big Tech Sees Like a State, Balance Sheet Recessions, Hamiltonian Moments, more...
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The Hack: When Crime Pays Fractions of a Penny on the Dollar
Read this article →Plus! Jio, Bans, Slacktivism, Slackifying, Micro PE, Airbnb
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China’s Other Virus Crisis
Unlock Premium to read this post →Plus! Russia, After the Vote; Seeing Like a State; Iran's Alignment; Google and India; More...
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Communications, Commerce, and Money as the High-Order Bit
Read this article →Plus! Levered Pensions, eBay, Bankruptcy, Chip Wars, more...