THE DIFFTaking Strategy Seriously
Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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The Controlled Demolition of China Evergrande
Plus! Oil and Delta; Buffers and Signals; Latency; Lags; Synergy
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Banking Wants to be Free, But Free Banking Wants to be Dangerous
Plus! Delta and Travel; Currency Disputes; The Very Short Recession; The Lumpy Recovery; Self-Driving Cars: Zero-to-One or One-to-N?
Finance - Read this article
Indirect-to-Consumer: The E-commerce Rollup Business
Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
Finance - Read this article
Weber and Traeger: From Selling Durables to Selling Durably
Plus! Airport Nationalism; Wages & Benefits; Business Travel Returns; The Branded Inbox; Fees
Finance - Read this article
Robinhood's Challenge
Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
Finance - Read this article
Chumboxes or Trust-Busters? Taboola and Outbrain
Plus! Sticky Wages; Robinhood!; Search Engines; 1-to-M-of-N Secret Sharing; Housing
Finance - Read this article
Duolingo's Efficient Frontier
Plus! Amazon's Upside; Copilot; The Microsoft Legal Strategy; Take Rates; The Infrastructure Layer
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Vail Resorts: Land and Loyalty
Plus! Pantry Mode; Shock Absorbers; Unwinding; Excel Killers, Excel Complements; Shopify Moves Up the Funnel
Finance - Read this article
Invisible Media Models
Plus! P2P+; Real-World Abstractions; China's Unicorn Shortage; Living in the Unevenly Distributed Future; Housing: The Long-Term View
Finance - Read this article
83 Million Subscale Landlords
Plus! Subscriber Call; Misappropriation; The Bullwhip Effect; Opex is Revenue, Recursively; Rev-Share Rent; Data
Finance