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9/19/2022 12:54:40 PM
How Does Upwork Work?
Plus! Captions; Robotics; Fixing Airports; Capex; YouTube Shorts; Diff Jobs
9/26/2022 12:24:34 PM
The Porsche IPO and Mass Luxury
Plus! Growing Out of an Energy Deficit?; Subscription Travel; An ETF For Everything; He Is More Machine Now Than Man; Talent; Diff Jobs
10/24/2022 12:14:27 PM
Snowflake, Revisited
Plus! Microsoft's Antitrust Edge; The Free Time Dividend; Feedback Loops; The News Business; Ending the Traffic Jam; Diff Jobs
10/17/2022 12:14:28 PM
The Rise of Single-Result Search Products
Plus! Mango Manipulation; The Other Emerging Labor Shortage; China's Labor Shortage; Unspinning; Bad News; Diff Jobs
11/21/2022 1:54:31 PM
What Part of the System Needs to be Smart?
Plus! Redemptions; FTX, Continued; Single-Celebrity Companies; Unretiring; Activism; Diff Jobs
12/12/2022 1:24:32 PM
"A Solution in Search of a Problem" is a Low-Rates Phenomenon
Plus! Money and Equilibria; eSports; The Price of Liquidity; Plausible Deniability; The Illiquidity Premium, Continued; Diff Jobs
12/5/2022 1:54:31 PM
The Uses of Friction
Plus! Market-Making; Poaching and Equity Currency; China's Covid Economy; The Cost of AI; Friendshoring; Diff Jobs
11/28/2022 1:24:28 PM
Why Finance is Hard to Decentralize
Plus! Why They Don't Drill; Shorting; Crypto Liquidity; Food Convergence; Crypto Transparency; Diff Jobs
11/14/2022 1:54:30 PM
Money, Credit, Trust, and FTX
Plus! Alternatives; Where Inflation Hits; The Best Job In tech; Sitting it Out; LNG; Diff Jobs
11/7/2022 1:04:30 PM
Kroger / Albertsons: Buying Data in Bulk
Plus! Meme Shorts in Crypto; Unfiring; Will Expensive Food Cause Expensive Food?; The Outrage Cycle; Stability and Financial Repression; Diff Jobs
10/31/2022 12:44:26 PM
Is Mental Math Part of the Current Meta?
Plus! Diseconomies of Scale; Licensing; Inflation; Normalization; Ads: Content and Context; Diff Jobs
10/10/2022 12:24:30 PM
Newsletter Economics in 2022
Plus! Dogfooding the Metaverse; Distribution; Rebundling; Negative Yields; The Labor Shortage Continues