The Playing Field for China is Getting Narrower and Narrower – Link here
Shein, Temu Are Swamping Airfreight Capacity, Sending Rates Soaring – Link here
Sequoia on AI – AI’s $600B Question – The AI bubble is reaching a tipping point. Navigating what comes next will be essential – Link here
Online Shopping Warehouses Are Reshaping Rural America – Link here
The Week in Charts (7/8/24) – Link here
Base Rate Neglect & Absurd Valuations – Link here
‘Upflation’ Is the New Retail Trend Driving Up Prices for US Consumers – Link here
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