THE DIFFThe Big Succession
Plus! Active Management’s Legal Risks; One-Hit Wonder; Long-Lived Institutions; 15-Year Plan; TikTok and Entertainment Shopping
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Software, Full-Stack, and Sumo Startups
Plus! Google Paying Publishers, Quant Crowding, Compare and Contrast, Stimulus for the Dead, Social Credit, more...
TechIndex Funds, Monopolies, and Incentives
Plus! Collusion, Pull-Forward, Hong Kong, Box Office, Hotels, Intangibles, Politics as Momentum
EconomicsWhich Part of Travel Recovers First?
Plus! Contact Tracing, Delivery Economics, Square Stimulus, Electricity, COBOL, Pensions, Moore's Law, more...
FinanceAmazon Sees Like a State
Plus! Pensions, Podcasts, Safe Havens, CPI, Toilet Paper, Boomers, Zoom, and more...
TechAgainst Compromise Through Presumed Incompetence
Plus! 2m more barrels per day, institutional homebuyers, CFIUS...
TechEvery Platform Business Looks Like Local Politics
Plus! IPO as coming-of-middle-age, FB’s epidemiology edge, noise in the credit card data, Big Tech’s partisan alignment, and more...
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