THE DIFFSearch Comes Back to Indexing
Plus! Gilts!; Amazon and Immediacy; The CSV Business; Salary Transparency; Room to Grow
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The Network Before the Internet
Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
TechRefactoring Restaurants
Plus! 401(k)s With Chinese Characteristics; Middlemen and Leverage; Concentration; A Mixed Trucking Recession; Deglobalization in Autos
FinanceWhat Flavors Sell?
Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
FinanceHelloFresh: Mealkits Can Work After All
Plus! PR Campaigns for Ads; Underperformance; Monetizing Dead Mileage; Movies and Dynamic Pricing; Peloton and Inventory Management
FinanceAdding Up Emissions
Plus! Ukraine and Air Freight; Russia and China; Going Greenish; Logistics and Lead Generation; Games and Marketing
FinanceTaylorism-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
TechInsurgency Economics
Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
EconomicsLinkedIn: Survivor
Plus! "Er xuan yi" with American Characteristics; Another Look at the Apple Model; Scale and Weregild; The Window; Speed
TechBanking Wants to be Free, But Free Banking Wants to be Dangerous
Plus! Delta and Travel; Currency Disputes; The Very Short Recession; The Lumpy Recovery; Self-Driving Cars: Zero-to-One or One-to-N?
FinanceAlibaba and State-Owned Enterprises
Plus! Tech Nationalism; Globalizing Accounting; Restaurant Elasticity; 15%
TechAre Payment Networks Protocols, Public Goods, Co-ops, or Companies?
Plus! Ghost Kitchen Challenges; Ending Just-in-Time; Carbon; The Cost of a Breach; Universal Margin Improvement
Finance