What Can Startups Learn from the Grocery Business?
Plus! FTX; Comp; Sell High, Buy Low; Twitter; Mining
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The Instacart Equation
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FTX, RIP
Read this article →A rare off-cycle issue of The Diff!
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The Beloved Local Grocery Store Chain Model
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Kroger / Albertsons: Buying Data in Bulk
Become a member to gain access →Plus! Meme Shorts in Crypto; Unfiring; Will Expensive Food Cause Expensive Food?; The Outrage Cycle; Stability and Financial Repression; Diff Jobs
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Longreads + Open Thread
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Roblox: Checking in on the Current Metaverse
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Are There Any Cheap Options on Talent Left?
Unlock Premium to read this post →Plus! Banks That Can't Prop Trade can Still Write Puts; Many Pockets; Pension Ouroboros; Aggregators; Fake Reviews
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How Do You Tax a Windfall, Anyway?
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Is Mental Math Part of the Current Meta?
Become a member to gain access →Plus! Diseconomies of Scale; Licensing; Inflation; Normalization; Ads: Content and Context; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →AI and Value Capture; AI and Advertising; Huawei; China's Chips; Money Laundering; Loans
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The Dimensions of Contrarianism
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