The Diff

Archive Top Discussion About

Plus! Gogol, Coase, and McKinsey; Theaters and Collective Action; How Bubbles Work; Inflation

23 hr ago

Plus! Media Disintermediation; Amazon’s Tactical PR, Con’t.; Roll Your Own Green Zone

Nov 27

Plus! Tech and Journalism; Competition; Equity for Gig Workers; Content Studios and Talent Agencies; Death of a Carry Trade

Nov 25

Plus! Online-to-Offline; <$10/month; Movie Lots; Taxes and Incentives; Unfairness

Nov 24

Plus! The Gini Coefficient Bull Case for SaaS; Big Banks as Common Carriers; Yuan Bonds; In-House Chips; Understanding Consulting

Nov 23

Plus! Bitcoin, Flows, Autochthony; Digital Media, Distribution, Autochthony; Leaving “Little Taipei”; Scrap

Nov 20

Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split

Nov 19

Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing

Nov 18

Plus! Measuring Eyeballs; Property Rights; Reputational Bug Bounties; Running Out the Clock on Tariffs

Nov 17

Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst

Nov 16

Plus! Vaccine Economics and Emerging Markets; Big Tech and the Missing Middle; The Personal, The Political, and Ant; Form, Function, and Ads; More...

Nov 13

Plus! Garden-Path E-Commerce; Micro-PE in Amazon Retail; The Post-Covid Setup; Singles Day

Nov 12

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts