THE DIFFLinkedIn: Survivor
Plus! "Er xuan yi" with American Characteristics; Another Look at the Apple Model; Scale and Weregild; The Window; Speed
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DiDi: Ridesharing on Day One
Plus! Identity; Deescalation; Inflation is Everywhere but the Bond Market Statistics; Privatization in South Africa; Protectionism
FinanceWho Amazon Grows With
Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models
TechStagnationism
Plus! Halfway; Activism, Shareholder and Otherwise; Employee Benefits and Marginal Costs; Fixing the Saudi Economic Barbell; Amazon, Niche Player
TechWinner-Take-Some Platforms
Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
TechBuilding an Incomplete Graph
Plus! Boy Band National Champions;Protein Folding; Golden Handcuffs; Amazon vs Wish Rolls On
TechEconomic Policy for the Beginning of the End of the Pandemic
Plus! Amazon and the Middle Mile; Vaccine Updates; M&A Protectionism; Discretionary Quants; Uber’s Duration Extension; Apolitical Facebook
EconomicsSocial Teflonization
Plus! Fiscally Conservative by way of Socially Liberal; End of an Arbitrage; Record-Setting Bug Bounty; App Politics; More...
FinanceUber: From World Domination to Industry ETF
Plus! Cyber-Risk Insurance and Mutating Incentives; SPACs-Squared; Ideological Competition; Poland’s Green New Deal; Who Buys Gold?; More...
TechFacebook and Superlinear Risk Scaling
Plus! The Corner, Loans, Apple and China, Filecoin, Oil & Gas & Demographics, more...
TechEvery Investor is a Market Maker
Plus! TikTok/Reliance, Uber/Lyft Out, Payments -> Lending, Foxconn, Weak Dollar, AI Arms Dealers, more...
FinanceMinimum, Viable, and Not Even a Product
Plus! Big Tech Sees Like a State, Balance Sheet Recessions, Hamiltonian Moments, more...
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