The Diff - Longreads + Open Thread
Welcome to the weekly longreads + open thread for The Diff. This week, we’re looking at China and AI from many different angles. Longreads + Open ThreadAI and Value Capture; AI and Advertising; Huawei; China's Chips; Money Laundering; LoansNote: We've revamped the application form for Diff Jobs. If you're thinking about trying new roles, please take a look! Longreads
Books
Open Thread
Reader FeedbackA comment from Antoinette Uiterdijk on last week's link to a story on landlords using rent optimization software (which optimized rents way up):
This is something to think about broadly: if every transaction has some easily-measured justifications and some more subjective ones, then any systematic measurement is naturally going to find a bunch of outliers that have a strong but hard-to-measure qualitative reason for existing. (One big outlier in the Austin market, for example, is that my kids pay rent 100% below market rate, at least until they can afford more once they start their own Substacks.) Optimization, whether it takes the form of PE rollups or pricing software, will tend to miss these, and can sometimes make the market less efficient in hard-to-measure ways. A Word From Our SponsorsTegus is the first port of call for M&A professionals and institutional investors ramping up on an industry or company. Get access to a database of 35,000+ expert call transcripts, spanning 5+ years, or schedule expert calls through the platform for a fraction of the usual cost. When thousands of research analysts are pooling their expert calls into an on-demand database, using Tegus is table stakes. It's the leading platform for due diligence and primary research. See the power of a Tegus subscription, and get up to data parity with your competitors, with a two week free trial through the Diff. Diff Jobs
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Snowflake, Revisited
Monday, October 24, 2022
Plus! Microsoft's Antitrust Edge; The Free Time Dividend; Feedback Loops; The News Business; Ending the Traffic Jam; Diff Jobs
Longreads + Open Thread
Saturday, October 22, 2022
Biased Coins; Baby Booms; McKinsey; Collusion-by-Software; Boards; Chips
The Rise of Single-Result Search Products
Monday, October 17, 2022
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Longreads + Open Thread
Saturday, October 15, 2022
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Plus! Dogfooding the Metaverse; Distribution; Rebundling; Negative Yields; The Labor Shortage Continues
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