THE DIFFNextdoor: Old Model, New Networks
Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
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Where Payments Fit Into Super Apps
Plus! The Great Stagnation in Defense; 33-Bit Ads; Fixing the Value Factor; Miami Shift; More Amazon Roll-Ups
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Air Taxis: Commuting in Three Dimensions
Plus! The Advice Bundle; The Apple Platform; SPACs: Fast, But Fast Enough?; Loyalty and Purchase Frequency; Labs Over Fabs?
Finance - Read this article
A Strange Cycle for Cyclical Stocks
Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
Finance - Read this article
SoFi’s Hedge
Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
Finance - Read this article
Beyond GAAP, Or Not
Plus! Institutional Bitcoin; Credit, Trust, and Card-Counting; What Democracy Looks Like; Valuable Discoveries; Shopify and Management by Metaphor; From Full-Stack to Software
Finance - Read this article
What If SPACs are a Shift, Not a Bubble?
Plus! Subscriber Call; What Business is FireEye In?;Knocking Out the BigCo Option; Realignment; More Airline Green Zones; New York’s Amazon-Competitor-Tax; Social Trust; The Bet; Pensions
Finance - Read this article
Wish: E-Commerce, Fast and Slow
Plus! Online-to-Offline; <$10/month; Movie Lots; Taxes and Incentives; Unfairness
Finance - Read this article
Who Benefits from Less Travel?
Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing
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Big Tech Sees Like a State
Plus! Pirate’s Treasure, Redux; Takedowns; Antitrust and Laggy Beliefs; Money, The High-Order Bit; More...
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Why Duopolies?
Plus! The City Network Effect Unwind; Hardware-as-a-Service; Facebook Feedback; 1-to-N Moonshots; Election
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