Plus! Gogol, Coase, and McKinsey; Theaters and Collective Action; How Bubbles Work; Inflation
Byrne Hobart
Plus! Media Disintermediation; Amazon’s Tactical PR, Con’t.; Roll Your Own Green Zone
Byrne Hobart
Plus! Tech and Journalism; Competition; Equity for Gig Workers; Content Studios and Talent Agencies; Death of a Carry Trade
Byrne Hobart
Plus! Online-to-Offline; <$10/month; Movie Lots; Taxes and Incentives; Unfairness
Byrne Hobart
Plus! The Gini Coefficient Bull Case for SaaS; Big Banks as Common Carriers; Yuan Bonds; In-House Chips; Understanding Consulting
Byrne Hobart
Plus! Bitcoin, Flows, Autochthony; Digital Media, Distribution, Autochthony; Leaving “Little Taipei”; Scrap
Byrne Hobart
Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split
Byrne Hobart
Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing
Byrne Hobart
Plus! Measuring Eyeballs; Property Rights; Reputational Bug Bounties; Running Out the Clock on Tariffs
Byrne Hobart
Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
Byrne Hobart
Plus! Vaccine Economics and Emerging Markets; Big Tech and the Missing Middle; The Personal, The Political, and Ant; Form, Function, and Ads; More...
Byrne Hobart
Plus! Garden-Path E-Commerce; Micro-PE in Amazon Retail; The Post-Covid Setup; Singles Day
Byrne Hobart