Margins and the Stealth-Tech Strategy

Plus! Auction Economics; No Supply Boom in Lumber (Yet?); Apple and China; Doing VC as a Complement to Getting VC

In this issue:

  • Margins and the Stealth-Tech Strategy

  • Auction Economics

  • No Supply Boom in Lumber (Yet?)

  • Apple and China

  • Doing VC as a Complement to Getting VC

Margins and the Stealth-Tech Strategy

A good argument can be made that Amazon only managed to turn itself into a platform-as-a-service, logistics, digital advertising, and streaming video company because …

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