The Diff - Longreads + Open Thread
Thanks again for reading The Diff. If you'd like full access, sign up today. Coming soon: where equity comp came from, a look at the aircraft leasing industry, what we can learn from the last cleantech bubble, and what happens when a company worth a billion dollars launches a $30 billion spending project—and realizes it was built backwards. Longreads + Open ThreadJapan, Altman, COBOL, China, Factors, Geoengineering, LTV, Mistakes
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What Happened to all the Diamonds in the Rough?
Friday, November 26, 2021
Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
Longreads + Open Thread
Saturday, November 20, 2021
Speed, Glucose, Enron, Philanthropy, Sewer Robots, Fracking, SoftBank
Defensive Monopolies
Friday, November 19, 2021
Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
Longreads + Open Thread
Saturday, November 13, 2021
R&D Politics, Coffeehouses, Chargers, Digital Currency, Greedy Algorithms, Civil War
The Coming Carbon Short-Squeeze
Friday, November 12, 2021
Plus! The Streaming Race; Captive Banks; Construction Credit; Illiquidity Doesn't Always Pay; Instacart Shifts Further Towards Ads
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