THE DIFFGames Workshop: In The Grim Dark Future, There Is Only High Incremental Operating Margin
Plus! Winners, Losers, Liquidity-Seekers; Colleges; Time To Build; Pension Bailouts, (Almost) Every Tech Company Becomes a Bank, more...
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Whistleblower Rewards: A Paper Trail Tax and a Fraud Subsidy
Plus! Amazon Payouts, Fast Funding, Github and Commoditized Complements, Bank of Cisco
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The Minimum Viable Multinational Media Conglomerate
Plus! Bad Airlines News, Good Cruise Lines News, Adpocalypse, Layoffs, Momentum, Mean-Reversion
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Which Part of Travel Recovers First?
Plus! Contact Tracing, Delivery Economics, Square Stimulus, Electricity, COBOL, Pensions, Moore's Law, more...
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Investing as a Rationality Dojo
Plus! Fast Grants, (literal) Bandwidth, Electricity, (metaphorical) Bandwidth, Paradigm Shifts, More...
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Has the "Long Deflation" Broken Price Signals for Consumer Goods?
Plus! Airbnb, SMB data, Adpocalypse, Black Swan funds, Zoom's Reputational Bug Bounty
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When Every Company Tries to be a Bank
Plus! Singapore, College, Trade Finance, Alt-Data Fraud, Zoom, more...
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Amazon Sees Like a State
Plus! Pensions, Podcasts, Safe Havens, CPI, Toilet Paper, Boomers, Zoom, and more...
Tech - Read this article
A Useful Economic Law That's Always Wrong
Plus! Covid winners, Covid losers, Apple Tax cut, Zoom Backlash, Information Overload
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A Crisis: Time for Some Game Theory
Plus! Pensions, Dollars, WeWork, Cheap Stocks, Expensive Stocks, Ads, Scraping
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First-Generation Old Money
Plus! Green Zones (it's official!), China (x3), Canada as the world's richest emerging-market country, anonymity
Finance