THE DIFFCloudflare's Intelligent Design
Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
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Understanding Archegos
Plus! Predictions are Hard, Except About the Distant Future; Defense Tech; Supply Chains are Not Trivial; Another Year Without a Summer (Of Tourism, In Some Places); Many Chip Supply Chains
FinanceThe Baby Boomer Rollup Industry
Plus! Slow Sales Cycles; Economic Diplomacy; This Time Really Is Different; Travel's Recoveries; Stripped Real Estate
FinanceAn Airline IPO? In This Economy?
Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
FinanceThe Road Not Taken: Stripe, Ant, PayTM & Defi
Plus! Facebook's Outsourcing Moderation; Amazon's Outsourced SEO; Scarce and Free Resources; Moderating Social (Pt. 3); Business Travel and Veblen; Intel's Semi-Hack
TechFracking in the Age of Oil Runoff
Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
FinanceUnderstanding Flag Carriers
Plus! Subscriber Call; Early Doordash; Ads and Adverse Selection; The Facebook Suit; The Downside of a Negative Cash Cycle; Data Brokers and PR Surface Area
FinanceWhat If SPACs are a Shift, Not a Bubble?
Plus! Subscriber Call; What Business is FireEye In?;Knocking Out the BigCo Option; Realignment; More Airline Green Zones; New York’s Amazon-Competitor-Tax; Social Trust; The Bet; Pensions
FinanceWho Benefits from Less Travel?
Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing
FinanceUnderstanding Airbnb
Plus! Measuring Eyeballs; Property Rights; Reputational Bug Bounties; Running Out the Clock on Tariffs
FinanceWhy Duopolies?
Plus! The City Network Effect Unwind; Hardware-as-a-Service; Facebook Feedback; 1-to-N Moonshots; Election
FinanceThe Hack: When Crime Pays Fractions of a Penny on the Dollar
Plus! Jio, Bans, Slacktivism, Slackifying, Micro PE, Airbnb
Finance