MM8am Pandemics, Growth, Valuation, Technology Companies

Hi, everyone. This is "Monday Morning 8 a.m. #1: Technology Companies, Pandemics, Growth, Valuation," a newsletter that goes out—as you guessed it—every Monday. You can listen to the audio version of this Monday Morning 8 a.m. episode by searching “Strategy Skills” in any podcast app! In this newsletter, we have one goal: to help you distill the insights from the noise out there. So here are the big themes we’re noticing in the news this week and the deep insights you should be extracting from those themes. Tech Anti-Trust Action The first theme is an incredible amount of action taking place against the tech sector—you could call it the “tech-antitrust-action theme.” Here are three articles that capture some of the mood out there: Justice Department Hits Google With Antitrust Lawsuit Twitter’s Partisan Censors Open backdoors into apps and adversaries will use them too The last article from Financial Times says that if a company develops some kind of platform that has a huge influence on the world and the tech space, there should be a backdoor, whereby a friendly government with good intentions can enter the platform software and—for benevolent reasons—see what's happening in the background. Here are some insights we should be thinking about: We have…