2019-07-25 16:42:00 Thursday ET

Platforms benefit from positive network effects, scale economies, and information cascades. There are at least 2 major types of highly valuable platforms: i
2022-05-30 09:32:00 Monday ET

The new semiconductor microchip demand-supply imbalance remains quite severe for the U.S. tech and auto industries. Our current fundamental macro a
2026-10-31 12:38:00 Saturday ET

Today tech titans and billionaires continue to reshape global pharmaceutical investments for both better healthspan and longer lifespan. We discuss, desc
2018-09-30 14:34:00 Sunday ET

Goldman, JPMorgan, Bank of America, Credit Suisse, Morgan Stanley, and UBS face an antitrust lawsuit. In this lawsuit, a U.S. judge alleges the illegal cons
2020-05-14 12:35:00 Thursday ET

Disruptive innovators can better compete against luck by figuring out why customers hire products and services to accomplish jobs. Clayton Christensen, T
2018-12-09 08:44:00 Sunday ET

President Trump meets with Chinese President Xi again at the G20 summit in the city of Buenos Aires, Argentina, in late-November 2018. President Donald Trum