Who was First to Situational Awareness?
Plus! The Short-Selling Cycle; Maturity-Matching; Fundamentals Manipulation; Tariffs and Meta Mean-Reversion; FDEs
All posts
In chronological order
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Longreads + Open Thread
Read this article →Palantir, Volatility, Aphantasia, Sundheim, Consumerism, Information, Quants, McCarthy
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The Fungi-buildout
Unlock Premium to read this post →Plus! Distribution; Age Restrictions; Variant Views; Oil Politics; Fungible Ads
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When Does the "Switzerland Strategy" Break Down?
Unlock Premium to read this post →Plus! Omnimedia; Full-Stack; Collusion; Trades and Hedges; IT Policies
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The IPO Question
Unlock Premium to read this post →Plus! Trade Deals; Whales; The Applications Layer; Recapitalizing; Anonymity
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The Year of Convergence
Read this article →Plus! Diff Jobs; Ads; Maximalism; Comparative Advantage; Trader-in-Chief; GenAI
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Longreads + Open Thread
Read this article →Substack, Cigarettes, Body as Factory, Sowell, Dubai, Rational Expectations, Bubbles, Old Gods
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Why an AI Browser and not an AI Office Suite?
Unlock Premium to read this post →Plus! TPUs!; Automation; Market-Based Enforcement; Complete Markets; Earnings
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The Missing AI Megadeal
Unlock Premium to read this post →Plus! Contribution Margins; Short Video, One Stage at a Time; Constituencies; Platform Advantage; Data Laundering
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AI-Enabled Professional Services Businesses as a Late-2020s Story
Unlock Premium to read this post →Plus! Confluence of Interest; Prediction Market Risk Premia; Feedback Loops; Automation; Options
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Routers, Apps, AGI
Read this article →Plus! Diff Jobs; Peripheral Bets; Fragmentation and Industry Maturity; Deepfakes as Pull Quotes; Benchmarks; Platforms
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Longreads + Open Thread
Read this article →Intelligence, Depression, Reserve Assets, TV, Generative Video, Fraud, Selling Data, 1929