Understanding the Great Japan Freakout
Plus! Retail Sales, China and India, Theaters, Leverage, Italy, Externalities, Email
←
Back to all posts
-
Unlock Premium to read this post →
-
VC Incentives: Logo-Hunting and Optionality
Read this article →Plus! Oil & Onions, Uber & Expedia, Zoom Progress, California Deficits, Gouging, Model Risk
-
Sparta, LARPs, Ivies
Read this article →Plus! YC Undoes Something That Doesn't Scale, Why There Aren't Enough Masks, Out-Aggregating Amazon, and more...
-
Investing as a Rationality Dojo
Read this article →Plus! Fast Grants, (literal) Bandwidth, Electricity, (metaphorical) Bandwidth, Paradigm Shifts, More...
-
High Modernist Investors and Postmodern Investors
Unlock Premium to read this post →Plus! Which airline recovers first, spyware lite, IRL social clubs, Alpha -> Beta, and more...