Vizio: Hardware to Software
Plus! The Non-Institutional Landlord Boom; Oil Capital; Local Subsidies; Deglobalization; Wealth Taxes and Opacity Subsidies
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What Investors Got from the Last Big Climate Boom
Unlock Premium to read this post →Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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What Happened to all the Diamonds in the Rough?
Read this article →Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
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Central Banks Monetize Land
Unlock Premium to read this post →Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
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Social Teflonization
Unlock Premium to read this post →Plus! Fiscally Conservative by way of Socially Liberal; End of an Arbitrage; Record-Setting Bug Bounty; App Politics; More...
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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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TikTok: Build/Buy/Ban
Become a member to gain access →Plus! Onshoring India, The China Model Outside China, Tech Sees Like a State, Unbundling Equity Research, more...
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The Bullwhip Effect
Read this article →Plus! State Capacity Liquidationism, Hong Kong, Infrastructure, Big Tech
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Value? Yes. "Systematic?" Not Necessarily
Unlock Premium to read this post →Plus! Ad Supply, Ad Demand; Venture Debt; Quibi; Slack and Switching Costs; Cloud; and more...