THE DIFFThe Other Kind of Market Crash
Plus! Founder Alpha or Founder Beta; Google Moves Down the Funnel; Fraud; Detection Monoculture; Debt Forgiveness; More...
FinanceAll topics
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Inside the House Report on Big Tech and Competition: Part II
Plus! Yelp’s Crypto-Coinbase Moment; Life at a Hypergrowth Startup; Microsoft’s App Principles; Square and Bitcoin; More...
TechUber: From World Domination to Industry ETF
Plus! Cyber-Risk Insurance and Mutating Incentives; SPACs-Squared; Ideological Competition; Poland’s Green New Deal; Who Buys Gold?; More...
TechMeta Performance Indicators
Plus! Supply Chains, SMIC, Second Wave, Vacation Home Homes, Mission Focus, More...
ManagementSurfing the Right S-Curve
Plus! Google: Benefits and Retention; Tail Risk on Trial; Policy Homogeneity; Procurement; Density Redistribution; Crisis Hormesis; The Other Derivatives Narrative
FinanceBig Tech at the End of History
Plus! Belt & Road & Vial; CCP and SMBs; Hire Fast, Transfer Fast; Life Imitates Science Fiction; More...
TechBusiness Model Meta-Models
Plus! Fed Maximalism, CFOs, TikTok, IPOs vs Direct Listings, Death and Base Rates, Rapid testing, Wuhan, Politics in a One-Party State
FinanceThe Contagious Effects of Financial Repression
Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2
FinanceBad Overseas Investment as a Global Economic Stabilizer
Plus! Flipping Qualtrics, China Supply Chains and ESG Risk, Covid Cliffs, More China, TikTok
EconomicsMinimum, Viable, and Not Even a Product
Plus! Big Tech Sees Like a State, Balance Sheet Recessions, Hamiltonian Moments, more...
TechThe Many Near-Deaths of Facebook
Plus! Lambda School math, Coronavirus lead-gen, Lawtech, and 2016 (again)
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