Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
Plus! Diff Jobs; Fixed Costs and Airlines; Goods Shortages and Worker Shortages; Marketing and Diversification; OverSPACed; Talent Shortages
Plus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence
Plus! Xtivision; Covid Redistribution; Pricing Power; Institutional Landlord Competition; Defeating Duration
Plus! The Slow, Partial Energy Recovery; Pricing Power; Marketing Eats Hardware; Distressed Debt in Distress; Software/Real Estate Convergence
BNPL, Leverage, Taxes, Clusters, Manhattan, Asia,
Plus! Buy Now Pay Later; Sports Betting; Price Levels; Energy
Plus! Tax Arbitrage with Japanese Characteristics; YC's New Deal; Carrot-and-Stick Sarbox Reform; Ghost Flights; Rapid Restructuring
Plus! Reshuffling Human Capital; Viral Distribution; The Supply Chain Survived; A Bullwhip Effect in Housing?; The Founder CEO Premium
China, Inflation, Amazon, ETFs, TSM, Burgundy, Berkshire, PayPal, Singapore, Reddit, Diff Jobs
Plus! Diff Jobs; Aligned Incentives; Lord, Make My Country Low-Emissions—But Not Yet; Elasticity; Google/TikTok Coopetition; The Remittance Economy
Plus! Tax Traps and Heterogeneous Preferences; Software Eats Lines; Number Cruncher Indigestion; Edge; The Other Last Mile
Plus! Rolling Up Sports; Against Net Promoter Scores; Insourcing Everywhere; Non-ESG Investors; Criminalizing Trolling