THE DIFFEvery Channel, Every Model
Plus! Antitrust and Economics; Supply Chains Slow M&A; Streaming and Channel Conflicts; Pay Convergence; e-CNY
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AppLovin's Double-Pivot
Plus! Search, Distribution, and Platform Shifts; Dueling Subsidies; Signal and Noise in Employment Numbers; Who Gets Hit by Logistics Problems; Platforms, Publishers, and In Between
FinanceOyo: the the Risk-Stays-on-the-Books Model
Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
FinanceYour Life is (Almost) a Call Option
Plus! Reactive Strategy; Working it Out; Standardizing the Metaverse; Probability; When Payments Work; Introducing Diff Jobs
EconomicsFinance is a Large Share of GDP, but "Finance" is not Necessarily Finance
Plus! More Mir; China and Gaming; Solo VC; A Natural Experiment for Indexing; The Clickbait Efficient Frontier
FinanceThe Many Arbitrages of Forbes
Plus! Rogue Arm; Non-Dollar; The Apple Tax and Casual Games; Divvying Up Windfall Profits; Privacy Tradeoffs
EconomicsMaking Bundling an Auto-Antonym
Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
TechDuolingo's Efficient Frontier
Plus! Amazon's Upside; Copilot; The Microsoft Legal Strategy; Take Rates; The Infrastructure Layer
FinanceParadox Interactive, The Little Big Media Conglomerate
Plus! Millennials: Not Poor, But Levered; Vaccine Markets; Only Chamath can go to the SEC Headquarters; Reigning Over Big Tech in China; Investment Boom; Archegos and SPACs
EconomicsSince Covid, has the Worst-Case Scenario Gotten Better or Worse?
Plus! Why TSM Won; The Security Downside to Solid-State Economics; Work-From-Home Tradeoffs; Covid Baby Bust/Boom; Named Philosophies
EconomicsSurviving a Combinatorial Explosion
Plus! Sanctions, Cautiously; Adtech Always Adds Layers; Unfundable Mines; Less Marginal Business
GamingValve's Recursive Model
Plus! Margin Call; The Late-Career MBA; Dark Kitchen R&D; Reopening; Panoptic Property Rights
Finance