THE DIFFGE: Surfeit of Synergy
Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class
FinanceAll topics
Explore the archive →Ceos
Issues in this topic
Four Refoundings
Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
TechFin Du Tech: Trading Liquidity Risk for Model Risk
Plus! Moderation; Carbon; Dubai's Interplanetary Advantage; Amazon, Post-Jeff; The Chip Shortage Continues; China's Manufacturing Recovery Continues
FinancePlaid's Strategic Non-Merger
Plus! Technical CEOs; Tax Theater; Correlated Volatility; Seeing Like a State Updates
FinanceCoinbase: When the Stock Competes With the Product
Plus! The Individual Contributor Factor; Science and Aging; Revenge Businesses; Supply Chains and the Surface Area Problem; In-House Silicon; Temporary Regulatory Arbitrage
FinanceThe IPO Market: Too Expensive for Sellers
Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops
FinanceJust One Thing or Every Single Thing?
Plus! Media Disintermediation; Amazon’s Tactical PR, Con’t.; Roll Your Own Green Zone
FinanceThe Other Kind of Market Crash
Plus! Founder Alpha or Founder Beta; Google Moves Down the Funnel; Fraud; Detection Monoculture; Debt Forgiveness; More...
FinanceTikTok and the New Old Normal
Plus! Incubation, Meat and the Bullwhip Effect, Russia’s Defense Cuts, CarbonCoin, More...
TechRevenue-Based Lending: It's Close Enough to Equity
Plus! Tech and Taxes, Facebook Centrism, Amazon’s Intelligence Operation, Tech Nationalism’s Implementation Cost, Economic Shock Absorbers, Luck and Charisma
FinanceTo Understand Jio, You Need To Understand Reliance
Plus! Earnings, Seeing For the State, Gerontocracy, Kids' YouTube M&A, and much, much more...
FinanceIs CEO Skill Nonexistent, or Perfectly-Priced?
Plus! Tech and Coronavirus, DTC, UK R&D again, Platform Peril!
Tech