THE DIFFSamsara: The Internet of (Expensive) Things (With Wheels)
Plus! Scaling Streaming; Auctions and Customer Acquisition; Meta's Missing Attrition; Facebook and Radicalization; When Multi-Cloud Doesn't Work
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Softbank's Dreams and Downside Protection
Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
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Are Persistently Low Rates Caused By... Persistently Low Rates?
Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
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Buybacks and the Complexity Discount Premium
Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
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iBuying is as Hard as it Looks
Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists
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NuBank: Cost Control and Banking the Underbanked
Plus! Stablecoins; First-Party Data; Supply Chains; Big Tech Sees Like a State: Healthcare Edition; Standards
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Ports and Trans-Pacific Flights are to Fiscal Policy as Swap Lines are to Monetary Policy
Plus! Facebook; Building the Fame Bundle; The Rollups Continue; The EV Buildout
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What Do You Do With a Variant View?
Plus! Liquid Assets; Carbon and Gresham's Law; Fleets; Crypto and the Banks; Optimizing for Less Engagement
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GLG: Who Researches the Researchers?
Plus! Trump SPACs, ESG, and Ninja; Platform Cooperation; Crypto Remains Mobile; Winning the Last Crisis
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Gamestop Remains a Mystery
Plus! Lead Generation; Apple and Interfaces; Walled Gardens in China; Peak News
Finance