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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Procter & Gamble, the Undisruptable
Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
FinanceWorth It For the Right Owner
Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
FinanceYouTube's Flywheels
Plus! Optimizing for Growth; The Firehose; Mass Liquidity; Every Retailer an Ad Network; Friction
TechWhat the Biggest, Best Bank is Seeing
Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
FinanceCar Companies as Banks: The Suppliers
Plus! Arbitrage; Covid Economics Reprise in Russia; Banks and the Long Game; Virtual Legos; Pricing and Inflation
FinancePlaid: Data Layer to Payments Layer?
Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
TechAdding Up Emissions
Plus! Ukraine and Air Freight; Russia and China; Going Greenish; Logistics and Lead Generation; Games and Marketing
FinanceEvery Channel, Every Model
Plus! Antitrust and Economics; Supply Chains Slow M&A; Streaming and Channel Conflicts; Pay Convergence; e-CNY
FinanceConstellation: Scaling by Staying Small
Plus! Targeted Ads; The SPAC Spin Strategy; IA, RIP; Not a Universal Online Media Bear Market; Movies and Covid
FinanceRoper: Capital Allocation by Formula
Plus! Time Tax; IP; Vaccine Mandates; Tech Unions; Media Consolidation
FinanceBuzzFeed and the Platform Squeeze
Plus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs
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