THE DIFFAdobe Covered its Figma Short Position
Plus! Growth; Clicks-to-Bricks; EU Antitrust; ⚠️Time to be BeReal. ⚠; FedEx and the Cycle
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Inventing Demand
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
FinanceApple's Ads Business
Plus! Yield Curve Control for Oil; Multicloud; Product Improvements; Content Recycling; BNPL and Regulation
TechHow tax laws make the market downturn uniquely complicated for software engineers
Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
TechRegulating Big Tech is a Product Problem
Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
TechWhat Works in SaaS Pricing
Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance
TechPlaid: Data Layer to Payments Layer?
Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
TechEvery Channel, Every Model
Plus! Antitrust and Economics; Supply Chains Slow M&A; Streaming and Channel Conflicts; Pay Convergence; e-CNY
FinanceThe Pharma Royalty Business and Restructuring Pharma
Plus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence
FinanceFacial Recognition as a Pareto Technology
Plus! Diff Jobs; Aligned Incentives; Lord, Make My Country Low-Emissions—But Not Yet; Elasticity; Google/TikTok Coopetition; The Remittance Economy
TechOyo: the the Risk-Stays-on-the-Books Model
Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
FinanceThe Music Industry: A History of Success Consisting of Five Consecutive Failures
Plus! Platform Tax Cuts; Deep Search; Multimedia; Cross-Agency Cooperation; Is High Corporate Debt a Systemic Risk?
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