THE DIFFVolatility-Shifting and Volatility Destruction
Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
FinanceIssues in this topic
You And Your Investment Research
Plus! A Successful IPO from Robinhood; Convergence; Underinvestment; Consumer-Friendly Defaults; The Amazon Rollup Boom
FinanceDefinite Optimism and the M&A Metagame
Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law
TechIndirect-to-Consumer: The E-commerce Rollup Business
Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
FinanceNewsletters Can Move Markets
Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
TechInvisible Media Models
Plus! P2P+; Real-World Abstractions; China's Unicorn Shortage; Living in the Unevenly Distributed Future; Housing: The Long-Term View
FinanceMargins and the Stealth-Tech Strategy
Plus! Auction Economics; No Supply Boom in Lumber (Yet?); Apple and China; Doing VC as a Complement to Getting VC
TechTruncating the Tails
Plus! Wordpress, Google and the Standards Struggle; SolarWinds, In Depth; Bitcoin Minus Carbon; Face Value; News That's Fit to Click
EconomicsAir Taxis: Commuting in Three Dimensions
Plus! The Advice Bundle; The Apple Platform; SPACs: Fast, But Fast Enough?; Loyalty and Purchase Frequency; Labs Over Fabs?
FinanceThe Apple/Google Search Relationship as an Economic Template
Plus! Non-Fungible Tokens; Indie.VC; "Digital Decolonisation"; Tech Sees Like a State: Vaccination Edition; Where Amazon Earns
TechThe Indelible Stamp of a Lowly Origin
Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
Finance