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The Diff

Inflections in Finance and Tech

422 posts indexed0 in the last 30 daysVisit site ↗

Monday, 17 May 2021

1 piece

The Old Economics & Geopolitics of the New Struggle Over Chips

Friday, 14 May 2021

1 piece

Building Parallel Financial Systems

Thursday, 13 May 2021

1 piece

Trapped by the Wrong Inflation Stories

Tuesday, 11 May 2021

1 piece

Crypto as an Overheated Emerging Market

Monday, 10 May 2021

1 piece

Since Covid, has the Worst-Case Scenario Gotten Better or Worse?

Friday, 7 May 2021

1 piece

Stripe and Solid-State Economics

Thursday, 6 May 2021

1 piece

Where Payments Fit Into Super Apps

Tuesday, 4 May 2021

1 piece

Are Payment Networks Protocols, Public Goods, Co-ops, or Companies?

Monday, 3 May 2021

1 piece

SVB: Bank of Convexity

Friday, 30 April 2021

1 piece

The 2x2 Inflation Debate

Thursday, 29 April 2021

1 piece

Who Amazon Grows With

Tuesday, 27 April 2021

1 piece

Japan: Stock Picker's Paradise

Monday, 26 April 2021

1 piece

What Happened to the Outsourcing Threat?

Friday, 23 April 2021

1 piece

Surviving a Combinatorial Explosion

Thursday, 22 April 2021

1 piece

Understanding Squarespace

Tuesday, 20 April 2021

1 piece

Monday, 19 April 2021

1 piece

Truncating the Tails

Friday, 16 April 2021

1 piece

Cloudflare's Intelligent Design

Thursday, 15 April 2021

1 piece

Learning a Little from Ponzi Schemes

Tuesday, 13 April 2021

1 piece

Accidental Banks Are Worth More Than Intentional Ones

Monday, 12 April 2021

1 piece

Aramco the State Capacity Bankroll

Friday, 9 April 2021

1 piece

Decoupling, Digital Currency, and the Consumer of Last Resort

Thursday, 8 April 2021

1 piece

Air Taxis: Commuting in Three Dimensions

Tuesday, 6 April 2021

1 piece

The "Write Once, Run Anywhere" Growth Model

Monday, 5 April 2021

1 piece

Inevitable Omnichannel, Impossible Omnimedia

Friday, 2 April 2021

1 piece

Partial Deregulation as an Antipattern

Thursday, 1 April 2021

1 piece

Understanding Archegos

Tuesday, 30 March 2021

1 piece

Limits to Ad Price Discrimination

Monday, 29 March 2021

1 piece

Valve's Recursive Model

Saturday, 27 March 2021

1 piece

Weekend Longreads + Open Thread

Friday, 26 March 2021

1 piece

Electrocloud!

Thursday, 25 March 2021

1 piece

Where Zoom Goes Next

Tuesday, 23 March 2021

1 piece

The Rich Are Different (Even Adjusting for Factor Exposures)

Monday, 22 March 2021

1 piece

How Apple Can Own I/O to Own the Universe

Friday, 19 March 2021

1 piece

The Value of Time Rounds to Either Zero or Infinity

Thursday, 18 March 2021

1 piece

Solo Instinct to Dueling Narratives

Tuesday, 16 March 2021

1 piece

The Baby Boomer Rollup Industry

Monday, 15 March 2021

1 piece

The Apple/Google Search Relationship as an Economic Template

Friday, 12 March 2021

1 piece

What Salesforce is Selling (and Buying)

Thursday, 11 March 2021

1 piece

Understanding Coinbase

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