Twilio’s Second Act
Plus! News and Views; Transaction Costs and News; Selling the Stack; Evergrande Flails
In this issue:
Twilio’s Second Act
News and Views
Transaction Costs and News
Selling the Stack
Evergrande Flails
Twilio’s Second Act
Today's post is a joint effort with Napkin Math. It's a newsletter I've cited before, and one that Diff readers will enjoy. (The piece I come back to a lot is this one on the economics of Costco's house brands, which was a very h…
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