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2U, Education, and Lead Generation
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
TechBlock: Designing Payments, Mismatched Networks
Plus! Full-Stack; Bailouts; Labor Shortage; Spam and Politics; One Click
TechAuctioning Information
Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March
FinanceThe History Problem
Plus! Downsides to the Solid-State Economy; BeReal; ESG Retaliation; Believing the Data; Dependency
FinancePinterest's Twin Challenges
Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
TechPopulism and Product Sense
Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
TechSpotify and Using Ubiquity
Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
TechYouTube's Flywheels
Plus! Optimizing for Growth; The Firehose; Mass Liquidity; Every Retailer an Ad Network; Friction
TechSnap: The Relentless Quest to Own the Interface
Plus! Media Convergence; What's Still Fundable; The Piracy Continuum; Crypto Relearns Regulation; Shrinking Alpha
TechCars Manufacture the Modern Middle Class
Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
FinancePolitics and the Media Cycle
Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
Finance