THE DIFFModerna's Bets: Moonshots and Platforms
Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
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Qurate: How Fast Does the Ice Cube Melt?
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
FinanceThe Economics of Gas Stations
Plus! A Preview, From China; Noisy Data; Platforms; Another Shortage; Hacking and Options
FinanceThe Network Before the Internet
Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
TechFiscal and Monetary Policy for Platforms
Plus! Tiger; Amazonifying; Automation; Apple's Depth; Harvesting Lawsuits
TechSnap: The Relentless Quest to Own the Interface
Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
TechAutocomplete is the Express Route to Local Maxima
Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
TechTaylorism-as-a-Service: The Economics of Picky Platforms
Plus! Network Effects, Perceived and Real; Options and Futures; Cyber Insurance; More Crossover Funds; Closed on top of Open
TechXbox: The Misfit
Plus! Microsoft's Pre-Regulation; B2B Super Bowl Ads; Flighty Retail Investors; Discount Airlines; Carbon Short Squeeze Update; Payments, Messaging, and Network Effects
TechPod People
Plus! Fast Failure; Tactical M&A; Internal Recruiting; Quant Spring; The Moderna Platform
FinanceCan We Afford the Ownership Economy?
Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
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