Archive - Market Diary

Saying Goodbye to a Complex Adaptive System

Until the US reforms its inefficient tax treatment, back to Fidelity and exploring Kalshi

Nov 20, 2023 •

May 2023

Riot Games' Perspective on E-sports

Touches on revenue sharing, D2C, streaming, and more.

May 29, 2023 •

Highlights From Matt Ball's "The Streaming Book"

Contextualizing how media got here, and where it may go moving forward.

May 11, 2023 •

March 2023

Podcasts' Annual Patreon Revenue

Congrats to The Yard for making $2.3 million a year

Mar 29, 2023 •

December 2022

TikTok's Advantage is its UI

Excerpts from Arvind Narayanan's "TikTok's Secret Sauce"

Dec 30, 2022 •

May 2022

Bytedance, TikTok, Musical.ly, and Zhang Yiming

A fascinating in-depth look at Zhang Yiming and Bytedance, from culture to specific decisions.

May 8, 2022 •

March 2022

Content Creation Go to Market Strategy

My humble appraisal of a roadmap of pointers and suggestions on how to begin one's content creation presence.

Mar 30, 2022 •

December 2021

Excerpts of Wisdom #6

More absurdity to comment on

Dec 4, 2021 •

July 2021

There's an endgame for everything, except the top 5 US companies?

Jul 30, 2021 •

Excerpts of Wisdom #5

Humorous blurbs

Jul 24, 2021 •

A Brave New World

AMC offering a bucket of popcorn works.

Jul 18, 2021 •

Excerpts of Wisdom #4

The protocol, all credit to Matt Levine's excellent daily newsletter

Jul 10, 2021 •

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