THE DIFF2U, Education, and Lead Generation
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
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Can EventBrite Outflank a Monopoly?
Plus! Boom Times; The Upside of Splitting Up; Attack Surfaces; Understanding Hiring Freezes; Short Sellers
TechHow Amazon Does Strategy
Plus! Liquidity and Leverage; Crypto Bailouts; Baggage Tech; Splinternet by Other Means; Outsourcing, Latency, and Extra Clicks
TechCorrelations go to One, in Good Ways and Bad
Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
FinanceThe Network Before the Internet
Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
TechDiversified Energy PLC: Orphaned Stock for Orphaned Assets
Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
FinancePopulism and Product Sense
Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
TechMembership Collective and the Status Business
Plus! Volatility; Cheaper Freight; Proxies; Gaming Fintech; The Pause
FinanceThe Automotive Balance Sheet
Plus! New Old Normal; The Market for Lemons in Emissions Credits; Open Algorithms; Hiring Freeze; Wordle
FinanceDanaher has a System
Plus! Short Sellers; DeFi Durability; Untact; Buybacks; Real Estate Repurposing
FinanceNew Kinds of Funding Mean New Kinds of Managing
Plus! No Parachute; Inequality; Peak Supply Chain Disruption?; Team-Based Hybrid Offices
TechHybrid How Long?
Plus! Twitter as Lead Gen; Missing Primitives; Durable Ad Budgets; Citizen, Kabul Edition; Ark Invest and the Double Momentum Trade
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