THE DIFFInside the House Report on Big Tech and Competition: Part III
Plus! Weekly Q&A, Work-From-Home Metrics, The Single-State Pension Bailout, Emergency Use, Collective Bargaining for Data, More...
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The Programming/Excel Efficient Frontier
Plus! TAM Boom; SMB M&A; Brick & Mortar Renaissance; Crude Tools; Copytrading
Finance - Read this article
The Gamer/Arbitrageur to Generalist Pipeline
Plus! Office Politics, Redux; Vaccine as Perk; Who Owns User Data?; Tech Sees Like a State, Test-and-Trace Edition;The Negotiate-With-Hackers Hack; More...
Finance - Read this article
Meta Performance Indicators
Plus! Supply Chains, SMIC, Second Wave, Vacation Home Homes, Mission Focus, More...
Management - Read this article
Surfing the Right S-Curve
Plus! Google: Benefits and Retention; Tail Risk on Trial; Policy Homogeneity; Procurement; Density Redistribution; Crisis Hormesis; The Other Derivatives Narrative
Finance - Read this article
Recursive R(t)
Plus! Clone Day; Amazon: Publisher or Store? More Advertising; Retail Risk; Reliance; More...
Covid-19 - Read this article
Snowflake and the Price of Simplicity
Plus! Accreditation; Saudi Arabia; The China Model; Inflation; Turkey, Energy, Dollars; Japan and Counterintelligence
Finance - Read this article
Palantir: On Business, Cults, and Politics
Plus! Wirecard, Yuan, Housing, Financial Education for Future 1%ers, Alphabet Insurance
Finance - Read this article
To Understand Jio, You Need To Understand Reliance
Plus! Earnings, Seeing For the State, Gerontocracy, Kids' YouTube M&A, and much, much more...
Finance - Read this article
Software, Full-Stack, and Sumo Startups
Plus! Google Paying Publishers, Quant Crowding, Compare and Contrast, Stimulus for the Dead, Social Credit, more...
Tech - Read this article
Maneuver and Attrition in PR
Plus! Google, Pinterest, High Yield, ETFs and Efficiency, Misrepresenting Data
Media - Read this article
ZoomInfo: IPO of an Accidental LinkedIn Clone
Plus! Clickbait Research, Merkel's Beach Bias, Browser Alternatives, NYT, Zoom
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