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The Diff
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Longreads + Open ThreadRide Hailing, Portnoy, Bridging Finance, Insecure Chips, Bad Trades, Failing GPA
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BuzzFeed and the Platform SqueezePlus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs
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The Aircraft Leasing Business: Iron Condors, Asset Leashes, Travel Index FundsPlus! Inventory; Ecosystem Acquisitions; Cannabis Capital; Bad Hedging; Finance and Distribution
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What Investors Got from the Last Big Climate BoomPlus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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Liberty Braves Group: Betting With the HousePlus! Omicron; China and Messaging Politics; Black Friday; Taxing E-Cigarettes; Some People are Still Drilling; Other iBuyers
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Longreads + Open ThreadJapan, Altman, COBOL, China, Factors, Geoengineering, LTV, Mistakes
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What Happened to all the Diamonds in the Rough?Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Compa…
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Peloton Doesn't Pattern-MatchPlus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin
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