THE DIFFNexstar: Quiet Compounder
Plus! Conspiracies; Retail and Turnover; Property Companies; SPACs Across the Pond; Grocery Stores as Ad Companies
MediaAll topics
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FaZe: Would You Buy a Mostly-Sedentary Sports Team?
Plus! Monetizing IP; Successful Micro-Activism; Pricing; Not Just Value; Collectibles and Network Effects
TechHand-Crafted Artisanal Liquidity Provision
Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
FinanceBlock: Designing Payments, Mismatched Networks
Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
TechPermission for Social Mobility
Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
FinanceQurate: How Fast Does the Ice Cube Melt?
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
FinanceWhat Happens When Most Media Is Produced for an Audience of One?
Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
TechTo: Elon; Subject: Congratulations(?)
Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
FinanceRegulating Big Tech is a Product Problem
Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
TechPolitics and the Media Cycle
Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
FinanceDistribution-to-Content Disruption: Lessons from Early HBO
Plus: Ukraine; Early-Stage Money Flows; Cyclicality in Crypto; Sanctions and Fungibility; Continuous Evaluation
FinanceCan Subscription Travel Work?
Plus! Continuous Release and Costs; Reflexivity in Crypto; Rentals; Peloton and Subscription; Buying Back
Finance