The Diff

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Nuclear, TikTok, Science, Berkowitz, Housing

20 hr ago

Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation

Feb 26

Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement

Feb 25

Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer t…

Feb 23

Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading

Feb 22

Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination

Feb 19

Plus! The Asset-Light Theory of Human Civilization; Dark Patterns; Maturity Transformation at the Met; Amazon's Regulatory Arbitrage; Leaving Google; S…

Feb 18

Plus! Deep Freeze

Feb 16

Coinbase, Big Short, Amazon, Canva, Influencers, Emerging Markets, The Valley, Growth

Feb 13

Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux

Feb 12

Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlin…

Feb 11

Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues

Feb 9

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