THE DIFFHow Amazon Does Strategy
Plus! Liquidity and Leverage; Crypto Bailouts; Baggage Tech; Splinternet by Other Means; Outsourcing, Latency, and Extra Clicks
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The Network Before the Internet
Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
TechNextEra Energy's Green Growth
Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
FinanceMembership Collective and the Status Business
Plus! Volatility; Cheaper Freight; Proxies; Gaming Fintech; The Pause
Finance$1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
Plus! Diff Jobs, Netflix's Explore/Exploit Strategy; EVs and Platforms; Third-Party Sellers; An Entrepreneurial Country
FinanceSynchrony Financial: A Bank Growth Investors Could Learn to Love
Plus! Unstablecoins; Oil and Gas; Transitory at Last (At Least a Bit); Glorious Food; Meanwhile, in China
FinanceBuy Now, Pain Later?
Plus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium
FinanceThe Aircraft Leasing Business: Iron Condors, Asset Leashes, Travel Index Funds
Plus! Inventory; Ecosystem Acquisitions; Cannabis Capital; Bad Hedging; Finance and Distribution
FinanceThe Business of Micro Rental
Plus! Every Business Turns Into an Ad Business; Financial Decoupling; Still Room to Scale; Pay-for-Inclusion; Amazon and Costco; Bitcoin: Made in America
TechNerdWallet: From Built on Microsoft to Built on Google
Plus! Big Tech Sees Like a State: Facebook and the Forests; Housing Liquidity; Information Overload; Getting Money Out of China
TechCentral Banks Monetize Land
Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
FinanceVolatility-Shifting and Volatility Destruction
Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
Finance