Startup as War Economy
Startup as War Economy; FTX, Yet Again; Hardcore; Currency Pegs; Reshoring; Supply Chains and All-or-Nothing Sanctions
All posts
In chronological order
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The iMessage Strategy
Unlock Premium to read this post →Plus! Even More FTX; Even More Binance; Ads; Collectibles; Accounting
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Money, Credit, Trust, and FTX
Become a member to gain access →Plus! Alternatives; Where Inflation Hits; The Best Job In tech; Sitting it Out; LNG; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Philosophy; Pay; Economics; A/B Testing; ByteDance; War; Oil
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What Can Startups Learn from the Grocery Business?
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The Instacart Equation
Unlock Premium to read this post →Plus! FTX, RIP, Redux; Fast Failure; AI and Rights; Precision Over Speed; Domestic Chips
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FTX, RIP
Read this article →A rare off-cycle issue of The Diff!
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The Beloved Local Grocery Store Chain Model
Unlock Premium to read this post →Plus! The Microcap Manipulation Boom Continues; Persistence; Bad Hedges; Repurposing Assets; Comebacks
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Kroger / Albertsons: Buying Data in Bulk
Become a member to gain access →Plus! Meme Shorts in Crypto; Unfiring; Will Expensive Food Cause Expensive Food?; The Outrage Cycle; Stability and Financial Repression; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Cybernetics; Thermometers; Scams; Media; Publishing; Paper Belt
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Roblox: Checking in on the Current Metaverse
Unlock Premium to read this post →Plus! Hiring as a Sequencing Problem; Growth and Competition; Relocation; Writedowns; "Our rates, their problem"
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Are There Any Cheap Options on Talent Left?
Unlock Premium to read this post →Plus! Banks That Can't Prop Trade can Still Write Puts; Many Pockets; Pension Ouroboros; Aggregators; Fake Reviews