THE DIFFSharing and Owning Standards
Plus! Institutional Bitcoin; Negative Prices; Facial Recognition; Recursive Product Development; Every Tech Company Becomes a Bank; Robinhood, Underwriter?
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Roblox: Tweenage Mutant MMT-ers
Plus! The Gini Coefficient Bull Case for SaaS; Big Banks as Common Carriers; Yuan Bonds; In-House Chips; Understanding Consulting
Tech - Read this article
How Bubbles and Megaprojects Parallelize Innovation
Plus! Vaccine Economics and Emerging Markets; Big Tech and the Missing Middle; The Personal, The Political, and Ant; Form, Function, and Ads; More...
Tech - Read this article
The Economics of Election Bets
Plus! Ant IPO Ain’t (For Now), The Cost of Automation,The NHS Bug, Spotify and the Rich/Famous Tradeoff, More...
Economics - Read this article
Media Refragmentation and Funnel Capture
Plus! Disaggregation, Reaggregation; Separation of Powers; Multichannel, R(t); Central Bank Fiscal Policy; More
Tech - Read this article
The Right Amount of Fraud
Plus! Long-Termism, The Internet of Things and Abstractions, Games and Credit, Domestic Markets, 20%: The New 30%, Trickle-Down Monetary Policy, China’s Red Lines, Road Shows and Signaling
Finance - Read this article
Asana: Ontology-as-a-Service
Plus! IPO Pops, Passive Distortions, Covid: Paychecks and Spending, Mexico Reshoring, Facebook Moderation
Finance - Read this article
SPACs as a Call Option on Hype
Plus! More on the Twitter Hack; Corruption, Liquor, and the China Bubble; Q/Q vs Y/Y; more...
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