THE DIFFInsurgency Economics
Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
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Definite Optimism and the M&A Metagame
Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law
Tech - Read this article
Indirect-to-Consumer: The E-commerce Rollup Business
Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
Finance - Read this article
Reshaping Competition
Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy
Economics - Read this article
Making Bundling an Auto-Antonym
Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
Tech - Read this article
Duolingo's Efficient Frontier
Plus! Amazon's Upside; Copilot; The Microsoft Legal Strategy; Take Rates; The Infrastructure Layer
Finance - Read this article
AT&T as Ancient Big Tech
Plus! Developers, Developers, Developers; Viral Science; "The Cloud is just some other country's computer"; Stock Radio; Video, In-Person, and Deal Cadence; Credit; Working Capital
Tech - Read this article
Accidental Banks Are Worth More Than Intentional Ones
Plus! Tapping SPAC Brakes; Trust-Busting and Variance; Limits to Asset Class Stickiness; The Bullwhip Effect Arrives
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When the world's top economic think tank was located in Redmond, Washington
Plus! Clubhouse and Clubhouses; Private Planes Go Public; More Decarbonization; Supply Chains as a Hostage Negotiation; Coasian Parliament
Tech - Read this article
Plaid's Strategic Non-Merger
Plus! Technical CEOs; Tax Theater; Correlated Volatility; Seeing Like a State Updates
Finance - Read this article
American Exceptionalism
Plus! GameStop and the Sneakernet Rally; Margin; Open Facebook; AWS from the Inside; Security, an Update
Finance