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The Diff
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The NYT: Dead Trees and DisruptionPlus! Taking Away KPIs; Gigs and Utilization; Banker Pay; What's Still Happening in Logistics; Cars and Software
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Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong DirectionPlus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
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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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