Malls: Competitors and Complements

Plus! Coworking: The Narrow Bet, Decentralization and Social Capital, Microstrategy Macro, more...

In this issue:

  • Malls: Competitors and Complements

  • Coworking: The Narrow Bet

  • Decentralization and Social Capital

  • Microstrategy Macro

  • TikTok and Data

  • Feature Request: Broken AWS

  • Gradual Rise of the Robots

  • Firing

Malls: Competitors and Complements

There’s always been an obvious narrative that Amazon is killing malls. In a direct sense, that’s obviously true: any gi…

This post is for paying subscribers