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Permission for Social Mobility
Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
Byrne Hobart
9
2
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Permission for Social Mobility
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Moderna's Bets: Moonshots and Platforms
Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
Byrne Hobart
Aug 8
27
2
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Moderna's Bets: Moonshots and Platforms
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Longreads + Open Thread
Retail, Sybil Attacks, Discoveries, Roditi, Chongqing, Moderna
Byrne Hobart
Aug 6
28
3
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Longreads + Open Thread
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Tegus and the Research Stack
Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants
Byrne Hobart
Aug 5
12
5
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Tegus and the Research Stack
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Qurate: How Fast Does the Ice Cube Melt?
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
Byrne Hobart
Aug 4
9
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Qurate: How Fast Does the Ice Cube Melt?
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Assuming Efficient Markets to Exploit Market Inefficiencies
Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
Byrne Hobart
Aug 2
8
2
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Assuming Efficient Markets to Exploit Market Inefficiencies
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Understanding Jane Street
Plus! Pensions; Customer-Facing; Use Cases; Making a Market; Reflexive Energy Politics; Diff Jobs
Byrne Hobart
Aug 1
80
2
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Understanding Jane Street
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Longreads + Open Thread
Russia, Taiwan, Blogs, Nixon, McDonald's, D'Annunzio
Byrne Hobart
Jul 30
22
8
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