THE DIFFThe Gun Company Payoff Matrix
Plus! Sanctions, Continued; The More-Than-SolarWinds Hack; Defense Tech; Regulation and Scale; Explaining the Unprofitable Stock Rally; Reverse War Economy Continues
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The Technocrats' Recovery
Plus! Big Tech Sees Like a State Update; Why Don't Car Subscriptions Work; Taylorism-as-a-Service; The Semiconductor Boom; R&D and the Genius Problem
FinancePlaid's Strategic Non-Merger
Plus! Technical CEOs; Tax Theater; Correlated Volatility; Seeing Like a State Updates
FinanceIndex Funds and Democratic Centralism
Plus! Reverse War Economy Update; The Lab Story; Borrowing Growth Hacks; The Weak Wealth Effect; Waiting Out Trump
FinanceE-Commerce, Advertising and Perfect Price Discrimination
Plus! Regulatory Arbitrage in Housing; “The first year of the 21st century”; Big Tech Sees Like a State: Consumer Protection; Where is “China as Number One?”
FinanceJust One Thing or Every Single Thing?
Plus! Media Disintermediation; Amazon’s Tactical PR, Con’t.; Roll Your Own Green Zone
FinanceCovid Baby Bust or Baby Boom?
Plus! Tech and Journalism; Competition; Equity for Gig Workers; Content Studios and Talent Agencies; Death of a Carry Trade
Covid-19Understanding Affirm
Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split
FinanceBig Tech Sees Like a State
Plus! Pirate’s Treasure, Redux; Takedowns; Antitrust and Laggy Beliefs; Money, The High-Order Bit; More...
TechProgyny: Fertility Inc.
Plus! “The Postmates Effect”; The Optimistic V/L Recovery; Tech Sees Like a State: Carbon; Back Doors' Back Doors; Privacy as a Property Right
FinanceContent Moderation and Regulatory Capture
Plus! Martian Jurisdiction, Foxconn and the Henhouse, Data Insurgents, Apple’s Search Game Theory
TechEngineering a Conglomerate
Plus! Pretty Bad Privacy; Exercising the Whistleblower Option; Who Owns Streamed Games; Rebooting Transit; Rationalists and Thymos; More...
Finance