What Salesforce is Selling (and Buying)
Plus! Multilateral Vaccine Diplomacy; State Capacity Straussianism; Bicameral Diplomacy; Chip Insourcing, Slowly; Password Price Discrimination
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Consumer Credit and the Strange Recovery
Unlock Premium to read this post →Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
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Fin Du Tech: Trading Liquidity Risk for Model Risk
Unlock Premium to read this post →Plus! Moderation; Carbon; Dubai's Interplanetary Advantage; Amazon, Post-Jeff; The Chip Shortage Continues; China's Manufacturing Recovery Continues
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Hedge Funds as Liquidity Providers and the Great Degrossing
Unlock Premium to read this post →Plus! Subscriber Q&A; Return of the Tontine; Amazon and the Minimum Wage; Granularity and Price Discrimination; Decarbonizing; The Vaccine Distribution Supply Chain
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Learning from the Death of the Afternoon Paper
Unlock Premium to read this post →Plus! Navigating Bubbles; Monopoly and Monoculture; US/China Relations: Unchanged; How Vaccines Get Made; The Container Shortage
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Poshmark: The Low-Gini Nike
Unlock Premium to read this post →Plus! News Recap; News-About-News Recap; AI and White-Collar Jobs; Insiders, Outsiders, and Short-Selling; Yale Buys Low; More on Cybersecurity
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Coinbase: When the Stock Competes With the Product
Become a member to gain access →Plus! The Individual Contributor Factor; Science and Aging; Revenge Businesses; Supply Chains and the Surface Area Problem; In-House Silicon; Temporary Regulatory Arbitrage
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Doordash: Taking Logistics Literally and Seriously
Become a member to gain access →Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
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Content Moderation and Regulatory Capture
Unlock Premium to read this post →Plus! Martian Jurisdiction, Foxconn and the Henhouse, Data Insurgents, Apple’s Search Game Theory
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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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Meta Performance Indicators
Become a member to gain access →Plus! Supply Chains, SMIC, Second Wave, Vacation Home Homes, Mission Focus, More...
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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...