THE DIFFHow Would You Run a 10,000-Year Endowment?
Plus! Buy-to-Sell?; Dematerializing Gaming; New Profits in Old Media; Insourcing; Diff Jobs
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Understanding Netflix
Plus! Ad Expansion; Centralizing Crypto; Monetizing Exhaust; The Changing World of Disinformation
TechThe Factorio Mindset
Plus! The Carbon Rally; The Bridge; Housing and Rates; Full Stack Media; Buying Out Contracts; Diff Jobs
TechWhat Happens When You Buy at an All-Time High?
Plus! Diff Jobs; Amazon and Ads Ads Ads!; NFTs as Tickets; Wages: Who's Losing?; Media-to-Monetization; Negawatts
FinanceThe Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Plus! Markets and Clearinghouses; Review Filtering; Creator Funds; Subscriptions as an Asset Class; "Pay to Quit"
FinanceThe Liberty Complex: Cash Flow Today, Taxes Eventually
Plus! Portal and Technology Prosthetics; Browsers as a Shopping Tool; BNPL Rules; John Kelly and YOLO Stocks; News Post-Trump
FinanceRoper: Capital Allocation by Formula
Plus! Time Tax; IP; Vaccine Mandates; Tech Unions; Media Consolidation
FinanceThe NYT: Dead Trees and Disruption
Plus! Taking Away KPIs; Gigs and Utilization; Banker Pay; What's Still Happening in Logistics; Cars and Software
MediaBuzzFeed and the Platform Squeeze
Plus! The Great Unclogging; The First-Party Data Gold Rush; Open Data; Bitcoin Loans; The Arms Race; Diff Jobs
FinancePeloton Doesn't Pattern-Match
Plus! Amex and Tax Arbitrage; Buying the Constitution; Freight Conversion; Livestreaming; Texas and Bitcoin
Finance