THE DIFFWorth It For the Right Owner
Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
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Optimal Fundraising in Times of Capital Scarcity
Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
TechSpotify and Using Ubiquity
Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
TechType-Safe Internal Communications
Plus! Still Growing; Drones;' Cheap Japan; Japan's Governance Problems in Microcosm; War and MMT Update
TechTwo Kinds of Search
Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops
TechFiscal and Monetary Policy for Platforms
Plus! Tiger; Amazonifying; Automation; Apple's Depth; Harvesting Lawsuits
TechOptimal Research Allocation
Plus! Synergies and Conflicts; Managing a War Economy; Contagious Institutions; Generational Investments; Customer-Friendly?
FinanceWhat the Biggest, Best Bank is Seeing
Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
FinanceIt's Hard to Know Brokers' Long-Term Economics, But Easy to Guess Badly
Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale
FinanceCan Datadog Dodge the Growth Slowdown?
Plus! Indexing; High-Yield Spreads; Search, Pt. 1; Search, Pt. 2; Distribution
TechWhat Happens When Most Media Is Produced for an Audience of One?
Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
TechThe Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges
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