THE DIFFAutocomplete is the Express Route to Local Maxima
Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
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NFTs and the Money/Status Exchange Rate
Plus! Demand Management; Influencers; Downsides to scaling; Look-through emissions; Lore; Diff Jobs
TechEvery Channel, Every Model
Plus! Antitrust and Economics; Supply Chains Slow M&A; Streaming and Channel Conflicts; Pay Convergence; e-CNY
FinanceAppLovin's Double-Pivot
Plus! Search, Distribution, and Platform Shifts; Dueling Subsidies; Signal and Noise in Employment Numbers; Who Gets Hit by Logistics Problems; Platforms, Publishers, and In Between
FinanceWhat Investors Got from the Last Big Climate Boom
Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
TechGitlab: Remote-First, First
Plus! Gas; Everything Turns Into Ads...; ...Or Attach Rates; Globalizing the China App Model; AI Safety in China
TechSenseTime: Building the China Tech Stack
Plus! Networks of Networks; Inefficiencies; More Privacy; Measurement Error; Textbook Piracy
TechThe Other Escape from the Middle-Income Trap
Plus! The Crypto Lobbying Paradox; The Metacycle; Zero Rating; A Less Full-Stack WeWork; Payments as a Public Good
FinanceThe Great Depression in a Major Key
Plus! Egress; Last-Foot Delivery; Shadow Banking; Great Quarter; Reducing the Variance in China Tech
FinanceInvisible Media Models
Plus! P2P+; Real-World Abstractions; China's Unicorn Shortage; Living in the Unevenly Distributed Future; Housing: The Long-Term View
FinanceAlibaba and State-Owned Enterprises
Plus! Tech Nationalism; Globalizing Accounting; Restaurant Elasticity; 15%
TechParadox Interactive, The Little Big Media Conglomerate
Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
Economics