When and Why to Love Non-Voting Stock
Plus! TikTok’s Key Money, Germany’s Other Export, Coordinated Authentic Behavior, More...
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Platform Ideology
Unlock Premium to read this post →Facebook’s Research Commitment; Peak EQ; Monetizing TikTok; Airlines Reprice; Kinder, Gentler App Store; The Reliance Model, Continued
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The Vindication of Discounted Cash Flow Models
Become a member to gain access →Plus! Diff Scholarships, Palantir, Nuclear Diplomacy, Minsky and Paper Towels, Dubai and Scaling, Slacklash, more...
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Amazon: A New Kind of Antitrust Risk
Read this article →Plus! Subscriber Call, PPE Nationalism, Vaccine Internationalism, Macro Renaissance, Technology-Governance Fit, more...
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Adpocalypse When?
Unlock Premium to read this post →Plus! Googlifying Google Shopping, Tailwinds, Video Chat Convergence, Blockchain and the Surface Area of Crime
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Cropped tweets show why Instagram is winning
Unlock Premium to read this post →Plus! Airbnb supply, Covid-19 genes, Streaming, Silicon Slopes, Platform Paradox
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What You Missed in The Diff This Week
Become a member to gain access →CEO skill, investors as art schools, African infrastructure, and incompetence
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Every Platform Business Looks Like Local Politics
Read this article →Plus! IPO as coming-of-middle-age, FB’s epidemiology edge, noise in the credit card data, Big Tech’s partisan alignment, and more...
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Jam: Is Password-Sharing the Future of Marketing or the Last Gasp of Piracy?
Read this article →Plus! The Apple Tax, outsourcing, housing elasticity, what General Magic was missing, Iger, typos