THE DIFFThe Promise and Paradox of Decentralization
Plus! Valuation Arbitrage; Labor Liquidity; Pricing Power; Diff Jobs
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Platforms, Taxes, and the 3D Laffer Curve
Plus! Intuit/Mailchimp; Litecoin/Walmart; Rezoning App Real Estate; Distribution; Channel Shifts
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Globalized Talent and the Brand Grab
Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
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Freshworks' Efficient Frontiers
Plus! Ad Bugs; A Money Market Modest Proposal; Restructuring China Tech; Shrinking Shrinkage; Limits to Copying
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Indirect-to-Consumer: The E-commerce Rollup Business
Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
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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Affirm, Returnly, and Balance Sheet Micromanagement
Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
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Shifting the Curve: Why Climate Matters More
Plus! Online-to-Offline; Consolidation; Unintended Consequences; Supply Chains as Banking Systems; International Software Nationalism
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Two Big Tech Approaches to Capital Allocation
Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
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Email Underload
Plus! Bitcrash; Amazon Ads Matures; Securitized Everything; Why the Colonial Hackers got Paid; Expensive Carbon; Alternative Platforms
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Inevitable Omnichannel, Impossible Omnimedia
Plus! Capital and Competition; Alternative Data; Definite and Indefinite Optimism in Economics; The Warring 2020s?; Cybersecurity: Always Worse Than It Looks
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Partial Deregulation as an Antipattern
Plus! China's Inflation Inflection; The Next Amazon IPO; The First Shopify Pivot; The Other Two Supply Chains; Non-Monolithic China
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