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DALL-E, the Metaverse, and Zero Marginal Content
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
Musk Declines Twitter Board Seat, Twitter’s Poison Pill, The New York Times’ Twitter Reset – Stratechery by Ben Thompson
The Musk-Twitter saga continues, while the New York Times rethinks its Twitter policies.
Why Indian startup founders are flocking to Chile
Some entrepreneurs from India see Chile as a launchpad into the U.S. market, but many are just as happy to stay in Latin America.
Regulating Big Tech is a Product Problem
Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking You're on the free list for The Diff.
Hands-on-the-Wheel Money
The future of banking might not be what I thought.
Apple Silicon: Ultra Clever - Creative Strategies
I have been arguing for years, and I will die on this hill. Apple silicon remains one of the most innovative products Apple creates on an annual basis. You may disagree with the framing of Apple silicon as a product, but knowing Apple as I do, they view almost everything they create as a product…
6 Business Value Creation Questions in 10 Words
Lately, I’ve been thinking more about David Friedberg’s Rubric for Business Value Creation. I’m always searching for ideas that capture an important concept with broad applicability. After working …
7 Lessons from 15 Years of Angel Investing
Last week I was talking to a potential angel investor and he was asking a number of questions. My first comment to him was how it’s dramatically more difficult than it seems. Yes, it’s …
The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
Plus! Diff Jobs; Twitter; Remote Work and Neurodiversity; Granularity; Unhealthy SPACs; More Evidence for the Travel Boom; Surcharges You're on the free list for The Diff.
Russia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up – Stratechery by Ben Thompson
The Internet continues to split over politics, in this case the Ukraine-Russia conflict; the biggest impact, though, is social media. Plus, follow-up to the interview with Intel CEO Pat Gelsinger.
Law Enforcement and User Data, Tradeoffs and Trust, Centralization and Encryption – Stratechery by Ben Thompson
A story about how hackers got data from tech companies illustrates the fundamental challenge of trust on the Internet, and gives insight into the challenges of interoperability.
The Digital Markets Act, The DMA and Advertising, Messaging Interoperability – Stratechery by Ben Thompson
The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.
Crypto is cursed for two seconds in India
Can’t recruit. Can’t advertise. Can’t sell. Can’t buy Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.
Why observability is the new monitoring
Understanding software performance is an extremely important — and complex — undertaking for the modern enterprise. Simply watching the meter no longer works.
🚀 Has YC lowered its bar?
Plus, why a drop in valuation can help a startup's employees... 🚀 Has YC lowered its bar?Plus, why a drop in valuation can help a startup's employees...Justine MooreApr 3news 📣🛒 Instacart slashes valuation.
Substack got lucky, and so did Margins
The Crying of Lot Substack
Why Bitly uses Go everywhere
New Relic Launches New Kubernetes Experience
New Relic launched a new Kubernetes experience that brings together Kubernetes application and cluster performance data in a single user interface within New Relic One Application Performance Monitoring (APM), to help developers build more performant applications.
An Adaptive Load Test Framework
As Uber's architecture has grown to encompass thousands of interdependent microservices, we need to test our mission-critical components at max load in order to preserve reliability. Accurate load testing allows us to validate if a set of services are working at peak usage and optimal efficiency while retaining reliability. Load testing those services within a short time frame comes with its unique set of challenges. Most of these load tests historically involved writing, running, and supervising tests manually. Moreover, the degree to which tests accurately represent production traffic patterns gradually decreases over time as traffic organically evolves, imposing a long-term maintenance burden. The scope of the load testing effort continuously increases as the number of services grows, incurring a hidden cost to adding new features.
Strategy is NOT X
Things I learnt from reading Good/Bad Strategy.
The Projects That Matter The Most To Me Are Small
The case for thinking smaller, while achieving more.
Why is selling software so weird?
Building software looks a lot like building a house, but selling the two couldn't be more different.you
Building a crawler in Rust: Associated Types
Building a crawler in Rust: Building a crawler in Rust: Design and Associated Types Building a crawler in Rust: Synchronization (Atomic Types and Barriers) Building a crawler in Rust: Implementing the crawler Building a crawler in Rust: Scraping and Parsing HTML Building a crawler in Rust: Crawling a JSON API
Your brand needs to be easily summarizable – Jakob Greenfeld – Experiments in Entrepreneurship and Learning
Experiments in Permissionless Entrepreneurship
Will Substack Go Beyond Newsletters? A Company Weighs Its Future.
Podcast Transcript: Koyfin CEO & Co-Founder Rob Koyfman
This is the full transcript of podcast #8 with Rob Koyfman
Bonus: Apple Event commentary
Commentary on the Apple Event in Mar-22.
What Works in SaaS Pricing
Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance
Elon Musk Joins Twitter’s Board, Gogoro SPAC – Stratechery by Ben Thompson
Elon Musk doesn’t just own a part of Twitter; now he’s on the board, in a move that has been in the works for a while. Plus, my experience as a Gogoro owner.