Why Did One Internet Subculture Spot Covid-19 So Early?
Plus! Deep Freeze
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Longreads + Open Thread
Become a member to gain access →Coinbase, Big Short, Amazon, Canva, Influencers, Emerging Markets, The Valley, Growth
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An Airline IPO? In This Economy?
Read this article →Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
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Oscar: Upstart Economics, Incumbent Risks
Unlock Premium to read this post →Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
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Consumer Credit and the Strange Recovery
Unlock Premium to read this post →Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
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A Strange Cycle for Cyclical Stocks
Become a member to gain access →Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
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Longreads + Open Thread
Become a member to gain access →Uncertainty, Clearing, Marxists, War, Craziness
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Four Refoundings
Read this article →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
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Fin Du Tech: Trading Liquidity Risk for Model Risk
Unlock Premium to read this post →Plus! Moderation; Carbon; Dubai's Interplanetary Advantage; Amazon, Post-Jeff; The Chip Shortage Continues; China's Manufacturing Recovery Continues
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When the world's top economic think tank was located in Redmond, Washington
Unlock Premium to read this post →Plus! Clubhouse and Clubhouses; Private Planes Go Public; More Decarbonization; Supply Chains as a Hostage Negotiation; Coasian Parliament
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Positive Spillovers from the Pandemic
Become a member to gain access →Plus! Cash Leaks; Decarbonization Updates; The Instacart Model; GameStop; Telegram as a News Source; A 50/49/1 Split
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The Diff Reading List
Read this article →A common request I get is to list books that have influenced The Diff. That’s harder than it sounds, because the most influential books turn into part of my background process; I only realize how much I’ve been citing them when I go back and reread them. With