THE DIFFThe Counterintuitive Economics of Hiring
Plus! Smartphones and Distributed Law Enforcement; Actors as IP; Microtransactions; Partnerships; Streaming; Diff Jobs
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How Does Upwork Work?
Plus! Captions; Robotics; Fixing Airports; Capex; YouTube Shorts; Diff Jobs
TechA Taxonomy of Drawdowns
Plus! Watercooler Shows; Smart Thermostats; Substitutes and Complements; Monetization; Apple Ads; Diff Jobs
FinanceBowlero: Rolling Up the Bowling Business
Plus! Memberships; The Half-Life of Free-to-Play; Instacart and Going Direct; Self-Regulation; AI Art
FinanceInventing Demand
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
FinanceCollecting Rents by Inventing Property
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
FinanceHow tax laws make the market downturn uniquely complicated for software engineers
Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
TechWhat Happens When Most Media Is Produced for an Audience of One?
Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
TechThe Strange Economics of VPNs
Plus! Netflix; Scale and Conversation; Flywheels; Scale and Unavoidable Politics; Green Nationalism
TechWhen and Why to Shut Down an Exchange
Plus! Deepfakes; Ending Algorithmic Parallel Construction; The Movie Business is now the Streaming Business; Reopening Vietnam; Omnichannel Food
FinanceThere's More Than One Search Business Model
Plus! Alpha and Attribution in VC; Background and Foreground Streaming; Capital Advantage; Non-Recarbonization
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