Volatility-Shifting and Volatility Destruction
Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
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
Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
Plus! Subscriber Q&A; Return of the Tontine; Amazon and the Minimum Wage; Granularity and Price Discrimination; Decarbonizing; The Vaccine Distribution Supply Chain
Plus! Technical CEOs; Tax Theater; Correlated Volatility; Seeing Like a State Updates
Plus! State Fiscal Challenges: Not Universal; The Game Theory of a Tech Scene; Counter-Moderation; Venezuela (Gradually) Liberalizes; Ponzi Demographics; Work-to-Rule Protectionism
Plus! Ant IPO Ain’t (For Now), The Cost of Automation,The NHS Bug, Spotify and the Rich/Famous Tradeoff, More...
Plus! Curbside Transition, China Consumption, YouTube Shopping, Triller, Revenge Shopping, Cars as a Store of Value
Plus! Levered Pensions, eBay, Bankruptcy, Chip Wars, more...
Plus! Scaling Moderation, Theater Reopening, Software Slump, Fungibility of Crime, and more...