The hottest Market Substack posts right now

And their main takeaways
Category
Top Business Topics
ASeq Newsletter 43 implied HN points 03 Nov 23
  1. Improvement in DNA sequencing has been slow compared to advancements in other industries like semiconductors
  2. Illumina's best selling sequencer is aging and there's a lack of significant competition in the market
  3. Technological advancements in sequencing are mainly incremental, with a focus on adding more cameras and making flow cells bigger
Turnaround 296 implied HN points 20 Jan 20
  1. The music streaming industry in India faces challenges like messed up unit economics due to high operating costs, prompting companies like Spotify to create their own content to improve margins.
  2. Companies like Resso are introducing unique features like 'Vibes' to differentiate their music apps and engage users in social activities, adding layers of value generation and potentially solving the issue of new user growth.
  3. To tap into the Indian music app market successfully, companies like Bytedance are relying on user-generated content, social sharing, and potential breakthrough features to monetize through advertising in price-sensitive markets.
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The Digital Anthropologist 19 implied HN points 11 Sep 23
  1. Exciting innovations often arise from technologies that have become mundane and boring.
  2. Significant technological advancements can be found in sectors like manufacturing, transportation, and energy grids.
  3. Value and impact of technologies are not solely determined by mass consumer adoption but also by their silent contributions to society.
Natto Thoughts 19 implied HN points 12 Apr 23
  1. China's top-down strategy in developing the EV industry has led to significant market dominance, increasing the country's global economic influence.
  2. The three stages of China's EV industry development involved government support, special programs, and industry incentives to rapidly create a new industry.
  3. The growth and advancements in China's EV industry have implications of boosting global climate policies, forming industry alliances, and intensifying competition among EV makers.
Kyla’s Newsletter 36 implied HN points 08 Jun 23
  1. Feeling uncertain about the economy can lead to a sense of badness even when things are okay-ish.
  2. Loss aversion bias makes people focus more on potential losses rather than potential gains.
  3. Uncertainty, social media influence, and loud voices can amplify fear and uncertainty, contributing to a sense of badness.
Fight to Repair 59 implied HN points 17 Nov 21
  1. Apple's new Self Service Repair program is a significant shift for the company, signaling a change in their stance on repair by allowing customers to access genuine parts and tools.
  2. The program, while a step in the right direction, falls short of a true 'right to repair' legislation, as it is limited in scope to specific iPhone models and doesn't offer support for independent repair shops.
  3. Apple's Self Service Repair program, akin to an 'indulgence,' is discretionary, controlled by Apple, and may still impose barriers like limited parts access and software restrictions on repairs.
Reboot 26 implied HN points 19 Aug 23
  1. The current trajectory of AI alignment research seems more focused on building profitable products than preventing widespread harm.
  2. The technical approaches to aligning AI systems with human values may prioritize building better products rather than mitigating long-term risks.
  3. Engaging in nuanced discussions about AI and its potential risks requires considering how algorithms could impact decision-making and societal structures.
Malt Liquidity 12 implied HN points 29 Feb 24
  1. Price is never fixed; liquidity is essential for determining true asset value and facilitating trading.
  2. Surge pricing is a rapid increase in price due to fluctuating supply and demand, different from traditional linear pricing models.
  3. In the business of food delivery, balancing in-store and app orders requires strategic pricing adjustments to maximize profitability and control over the network.
Net Interest 25 implied HN points 07 Jul 23
  1. Net Interest is a successful finance newsletter with impressive growth and subscriber numbers.
  2. Paid newsletters in the finance market have a rich history and potential for revenue generation.
  3. The newsletter industry is growing while institutional investment research is shrinking, showcasing different market trends.
On Looking 39 implied HN points 09 Apr 22
  1. Discourses of style and copyright emerged around the same time, intertwining romantic ideas of creativity with economic and legal rights for authors.
  2. Style interacts with the market through constraints like deadlines and budgets, impacting the types of illustrations that are in demand.
  3. Understanding the economic aspects of style can empower artists in a commercial world, providing agency and prompting critical reflection on their practice.
The Pole 19 implied HN points 28 Dec 22
  1. Starting a newsletter to build connections over esoteric ideas and initiate dialogues with others.
  2. Launching a newsletter now for sustainability by prioritizing habit over perfection and focusing on delivering value to readers.
  3. As a reader, expect a mix of curated content organized into unique sections, seeking feedback to improve and make the newsletter engaging.
Net Interest 7 implied HN points 15 Mar 24
  1. In the aftermath of the 2008 financial crisis, the UK government allowed a significant bank merger to ensure financial stability despite concerns about competition.
  2. The idea of promoting competition through challenger banks was embraced but has struggled to reduce the dominance of the Big Four banks in the UK.
  3. Despite efforts to increase competition, mergers between existing players, like Virgin Money and Nationwide, have become a significant strategy to challenge the Big Four banks.
Malt Liquidity 10 implied HN points 11 Dec 23
  1. Speculation has been a part of human history, evolving into formal market mechanisms over time.
  2. The 'Howey' test is used to determine if a transaction constitutes an investment contract subject to securities regulation.
  3. Regulating cryptocurrencies and tokens under the Howey framework is complex, and alternative legislation may be needed to provide clarity and protection for businesses and traders.
Tech Buzz China Insider 19 implied HN points 26 Apr 22
  1. Chinese e-commerce in 2022 focuses on intent-based vs. non-intent-based shopping methods like search, browsing, and livestreaming.
  2. The traditional e-commerce model in the West emphasizes aggregating supply and demand, while in China, there's a shift towards more entertainment-oriented and immersive shopping experiences.
  3. Livestreaming e-commerce has seen significant growth in China, with potential for further expansion, showcasing the evolving landscape of online shopping.
The Jolly Contrarian 39 implied HN points 31 Jan 21
  1. Week 04 spans from Monday, January 25, 2021, to Sunday, January 31, 2021.
  2. The internet was abuzz with the market event of January 2021 involving Redditors challenging conventional wisdom on shorting and algorithmic supremacy.
  3. Various recommendations were shared for lockdown survival, including using a rowing machine, a phone game, and listening to feel-good big band jazz.
paxtier 5 implied HN points 03 Jan 24
  1. Algae bioremediation faces challenges like wastewater treatment methods and integration with existing infrastructure
  2. Positive market signals in 2023 for algae bioremediation including government support and innovative projects
  3. Recent developments include Zanzibar seaweed production increase and Inalve raising €2 million for microalgae production
Economic Forces 4 implied HN points 15 Feb 24
  1. Lab-grown beef becoming a closer substitute for conventional beef can impact the supply of hides available for leather, affecting industries like luxury fashion.
  2. The theory of joint production explains the interconnectedness of markets where goods share production inputs, highlighting how changes in demand for one output can affect others.
  3. Understanding joint production in economics goes beyond standard supply and demand models, revealing complex relationships and teaching humility about the real-world supply chains.
Some Unpleasant Arithmetic 8 implied HN points 07 Jun 23
  1. Taylor Swift's monopoly on her brand and the limited competition in her music genre lead to high ticket prices for her concerts.
  2. Ticketmaster's dominance in the ticketing market allows for high prices, low quantities, and lower quality of service.
  3. Price discrimination, differences in supply and demand dynamics, and economic productivity explain varying ticket prices between US and Latin American Taylor Swift concerts.
Tigerfeathers! 4 implied HN points 18 Oct 23
  1. Gary Dahl's success with the Pet Rock stemmed from targeting a specific audience that resonated with his product.
  2. Identifying a smallest viable audience is crucial for entrepreneurs and creators to tailor their offerings effectively.
  3. Rather than trying to appeal to everyone, focus on finding the right audience that is already interested in what you have to offer.
Klement on Investing 2 implied HN points 22 Feb 24
  1. Market factor drives bond prices based on beta to the overall bond market.
  2. Steepness of the yield curve reflects expected economic conditions and influences performance of riskier vs. safer bonds.
  3. Understanding a few key factors like bond market beta and yield curve steepness can simplify bond selection and drive performance.
User-Friendly 1 HN point 06 Mar 24
  1. Darwin's evolutionary theory emphasizes the importance of differentiation in the business world, just like in biological systems.
  2. In a competitive market, startups must set themselves apart through unique offerings to survive and thrive.
  3. Effective adaptive selection and differentiation can help businesses gain a competitive advantage and stay relevant in a constantly evolving market environment.