Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
9
2
Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
27
2
Retail, Sybil Attacks, Discoveries, Roditi, Chongqing, Moderna
28
3
Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants
12
5
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
9
Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
8
2
Plus! Pensions; Customer-Facing; Use Cases; Making a Market; Reflexive Energy Politics; Diff Jobs
80
2
Russia, Taiwan, Blogs, Nixon, McDonald's, D'Annunzio
22
8
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