Kiko's Musings

Get smarter about China

Economics and other interesting stuff

Diary of a wandering soul. 🌀

P(A|B) = [P(A)*P(B|A)]/P(B), all the rest is commentary.

Intelligence-grade analysis of key industries, organizations, and live players.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

A journey into product, explicit

Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.

Occasional long-form stories about startups, experiences, and investing, written by Alexander Nevedovsky, repeat AI founder with an exit 👋