THE DIFFThe Counterintuitive Economics of Hiring
Plus! Smartphones and Distributed Law Enforcement; Actors as IP; Microtransactions; Partnerships; Streaming; Diff Jobs
FinanceIssues in this topic
Optimal Fundraising in Times of Capital Scarcity
Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
TechMeme Stocks for the 0.01%
Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
FinanceRocket Internet and the Idea/Execution Tradeoff
Plus! Slowing Rollups; Commodities and Cash; In Other Liquidity News; Referees and Players; Strategic Industry
TechThere's More Than One Search Business Model
Plus! Alpha and Attribution in VC; Background and Foreground Streaming; Capital Advantage; Non-Recarbonization
TechVC and the Systematic Search for Outliers
Plus! The Paradox of Decentralization and NFTs; Pigouvian Benefits Update; Two Kinds of Growth; Accidental Shortages; LNGeopolitics, Continued
FinanceLearning from Overdetermined Failure
Plus! Diff Jobs; Blackstone Buys the Dip; Growing an Ecosystem; Shortages are Demand-Side, Not Supply-Side (Again); Pricing out Values
FinanceWhat Investors Got from the Last Big Climate Boom
Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
TechDefensive Monopolies
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
EconomicsSoftbank's Dreams and Downside Protection
Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
FinanceAdding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
TechFinance is a Large Share of GDP, but "Finance" is not Necessarily Finance
Plus! More Mir; China and Gaming; Solo VC; A Natural Experiment for Indexing; The Clickbait Efficient Frontier
Finance