THE DIFFGamestop Remains a Mystery
Plus! Lead Generation; Apple and Interfaces; Walled Gardens in China; Peak News
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FedEx: Two Bets on Network Effects
Plus! Aging Into Owning the Metaverse; Fake Reviews; Ads and Addicts; Coal; Diff Jobs
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Identity and the Login: Who Owns "Who's That?"
Plus! Facebook Apologetics; Food Delivery and Unit Economics; More Air Taxis; Business and China
Tech - Read this article
Hybrid How Long?
Plus! Twitter as Lead Gen; Missing Primitives; Durable Ad Budgets; Citizen, Kabul Edition; Ark Invest and the Double Momentum Trade
Remote Work - Read this article
Taking Strategy Seriously
Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
Finance - Read this article
Nextdoor: Old Model, New Networks
Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
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Clear Secure: A Different Kind of Identity Company
Plus! Distributed Spam; Credential Sharing; Privacy and Scoundrels; Tax Globally, Credit Locally; Free Trade Experiments; The Cure For High Prices
Finance - Read this article
Prediction Markets and Worse is Better
Plus! De-Dollarization on Paper; The Amazon Bundle; The Extension Market; Zombie Airlines; Supersonic; Fractal Fraud
Finance - Read this article
Valve's Recursive Model
Plus! Margin Call; The Late-Career MBA; Dark Kitchen R&D; Reopening; Panoptic Property Rights
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Disney's Pivot
Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement
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