All Episodes
The Diff — 320 episodes · page 3 of 4
A Future Where Most Media Is Produced for an Audience of One
The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Regulating Big Tech is a Product Problem
NFTs and the Money/Status Exchange Rate
What Works in SaaS Pricing
HelloFresh: Mealkits Can Work After All
Plaid: Data Layer to Payments Layer
Match Group and Managed Dissatisfaction
How Would You Run a 10,000-Year Endowment?
VC and the Systematic Search for Outliers
The Factorio Mindset
What Happens When You Buy at an All-Time High?
Learning from Overdetermined Failure
Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
Keeping Options Open: The Equity Compensation Story
Facial Recognition as a Pareto Technology
Daloopa: Data-to-Information Accelerant
AndCo Remixes Commercial Real Estate
The Liberty Complex: Cash Flow Today, Taxes Eventually
Drone Delivery: Accelerating to Inevitable
BuzzFeed and the Platform Squeeze
What Happened to all the Diamonds in the Rough?
Defensive Monopolies
The Coming Carbon Short-Squeeze
The Promise and Paradox of Decentralization
What's a Ponzi Scheme? What Isn't?
Blimps, Bots, and the Future of Cargo
FedEx: Two Bets on Network Effects
Discourses on Big Tech
Your Life is (Almost) a Call Option
Identity and the Login: Who Owns "Who's That?"
Yandex: Google Through the Looking Glass
Modern Financial History Begins in 1998
Globalized Talent and the Brand Grab
Freshworks' Efficient Frontiers
Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
Magalu: Inside Brazils' Omnichannel Powerhouse
You And Your Investment Research
Taking Strategy Seriously
Newsletters Can Move Markets
Illumina: "View Source" for Life
The Robinhood Challenge
Chumboxes or Trust-Busters? Taboola and Outbrain
We are All Buffettologists Now
Shifting the Global Kuznets Curve: Why Climate Matters More
A Normal Country?
Prediction Markets and Worse is Better
Paradox Interactive, The Little Big Media Conglomerate
The Economics of Pseudonymity
Building Parallel Financial Systems
Crypto as an Overheated Emerging Market
Stripe and Solid-State Economics
The 2x2 Inflation Debate
Surviving a Combinatorial Explosion
Cloudflare's Intelligent Design
Decoupling, Digital Currency, and the Consumer of Last Resort
Partial Deregulation as an Antipattern
Electrocloud!
Where Apple Can Own I/O
The Value of Time Rounds to Either Zero or Infinity
What Salesforce is Selling (and Buying)
Understanding Coinbase
IBM: The Center of Gravity
What Happened in Texas
Three Bull Cases for Starlink
Why Did One Internet Subculture Spot Covid-19 So Early?
An Airline IPO? In This Economy?
Four Refoundings
Messaging Wars, Round Two
The Road Not Taken: Stripe, Ant, PayTM & Defi
The Technocrats' Recovery
Homesteading Mental Models
What's Happening in Logistics
DoNotPay: The API for IRL
Sharing and Owning Standards
Taiwan and Supply Chain Frenmity
Just One Thing or Every Single Thing?
Wish: E-Commerce, Fast and Slow
Roblox: Tweenage Mutant MMT-ers
What’s Gold For?
Understanding Airbnb
How Bubbles and Megaprojects Parallelize Innovation
Big Tech Sees Like a State
Media Refragmentation and Funnel Capture
Hardware-as-a-Service
Engineering a Conglomerate
The WeWork Arc
How the Pandemic is Fixing Some of the Real Estate Market's Flaws
Inside the House Report on Big Tech and Competition: Part II
The Gamer/Arbitrageur to Generalist Pipeline
Surfing the Right S-Curve
Big Tech at the End of History
Banking When You Can't Bank on Anything: Part 2
Banking When You Can't Bank on Anything: Part 1
Ant Group and China's Fitful Convergence
Business Model Meta-Models
Palantir: On Business, Cults, and Politics
Amazon: A New Kind of Antitrust Risk
Newsletters and New Media Economics