The Diff | Substack

Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages

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Plus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence

Jan 20

Plus! Xtivision; Covid Redistribution; Pricing Power; Institutional Landlord Competition; Defeating Duration

Jan 19

Plus! The Slow, Partial Energy Recovery; Pricing Power; Marketing Eats Hardware; Distressed Debt in Distress; Software/Real Estate Convergence

Jan 18

BNPL, Leverage, Taxes, Clusters, Manhattan, Asia,

Jan 15

Plus! Prime Elasticity; Labor Arbitrage; Location Arbitrage; Legal Accessibility

Jan 14

Plus! Buy Now Pay Later; Sports Betting; Price Levels; Energy

Jan 13

Plus! Tax Arbitrage with Japanese Characteristics; YC's New Deal; Carrot-and-Stick Sarbox Reform; Ghost Flights; Rapid Restructuring

Jan 11

The Diff

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