What Happened to the Outsourcing Threat?
Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting
←
Back to all posts
-
Become a member to gain access →
-
Cloudflare's Intelligent Design
Read this article →Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
-
Air Taxis: Commuting in Three Dimensions
Unlock Premium to read this post →Plus! The Advice Bundle; The Apple Platform; SPACs: Fast, But Fast Enough?; Loyalty and Purchase Frequency; Labs Over Fabs?
-
Understanding Archegos
Unlock Premium to read this post →Plus! Predictions are Hard, Except About the Distant Future; Defense Tech; Supply Chains are Not Trivial; Another Year Without a Summer (Of Tourism, In Some Places); Many Chip Supply Chains
-
Limits to Ad Price Discrimination
Unlock Premium to read this post →Plus! Two (or more) Chip Supply Chains; AI-as-a-Service; Game Theory and Margin Calls; Scale and Limits; Trading Through It; The Fame Business
-
How Apple Can Own I/O to Own the Universe
Become a member to gain access →Plus! The Great Inflation; Two-Way API Businesses; Zoom and Cities; From ETrade to eToro; Hardware-as-a-Service
-
What Salesforce is Selling (and Buying)
Read this article →Plus! Multilateral Vaccine Diplomacy; State Capacity Straussianism; Bicameral Diplomacy; Chip Insourcing, Slowly; Password Price Discrimination
-
Starting in 10 Minutes - Diff Q&A on Compounders
Unlock Premium to read this post → -
GE: Surfeit of Synergy
Become a member to gain access →Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class
-
The Indelible Stamp of a Lowly Origin
Become a member to gain access →Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
-
An Airline IPO? In This Economy?
Read this article →Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
-
Oscar: Upstart Economics, Incumbent Risks
Unlock Premium to read this post →Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines