THE DIFFThe Network Before the Internet
Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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Worth It For the Right Owner
Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
FinanceMeme Stocks for the 0.01%
Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
FinanceDaloopa: Data-to-Information Accelerant
Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
TechAdding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
TechOyo: the the Risk-Stays-on-the-Books Model
Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
FinanceCriteo: How Low Can a Take Rate Go?
Plus! Facebook and PR Strategy; Business Travel; Unbranding; Iron
TechBuilding Parallel Financial Systems
Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
FinanceWhy A "Commodity Supercycle" is Unlikely
Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
FinanceWinner-Take-Some Platforms
Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
TechWhy Duopolies?
Plus! The City Network Effect Unwind; Hardware-as-a-Service; Facebook Feedback; 1-to-N Moonshots; Election
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