
@alapshah1 @eric_seufert Today we already have auction at Google, so nothing changes for Door dash. They know how to win thes auctions.
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Ronny Rentner
9 posts




In today's Odd Lots newsletter, I wrote about what I saw as the most interesting part of the @Citrini7 piece that everyone's talking about today. Not the macro stuff per se, but rather the radical change in who makes money from online commerce, and the end of network effects.


The United States gives more in aid to foreign countries than the next 9 countries combined. Where exactly is that money going and how is it being spent?








