THE DIFFVolatility-Shifting and Volatility Destruction
Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
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Nextdoor: Old Model, New Networks
Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
TechReshaping Competition
Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy
EconomicsBuilding Parallel Financial Systems
Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
FinanceAccidental Banks Are Worth More Than Intentional Ones
Plus! Tapping SPAC Brakes; Trust-Busting and Variance; Limits to Asset Class Stickiness; The Bullwhip Effect Arrives
FinanceDecoupling, Digital Currency, and the Consumer of Last Resort
Plus! A SPAC Modest Proposal; Scraping for Profit; Post-Cookie; Best Buy Bundle; Debt is Here; The Short-Selling Cycle
FinanceIncumbents, Not Startups, Are Regulatory Arbitrageurs
Plus! Limits to Automation, Silver Lake, 1830, 1930, 2030, Globalizing Cybersecurity
RegulationThe Alternative Data Primer, Part 2: Buyers, Sellers, Conflict
Plus! Netflix, The Return of Facebook Free Basics, Travel, China, Japan
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