Longreads + Open Thread
EDGAR, Confident LLMs, Reading, Research, Inflation, Synergy, Dalio
All posts
In chronological order
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Reasoning Models Don't Really Reason, But It's Fine: Computers Don't Really Think in 1s and 0s, Either
Unlock Premium to read this post →Plus! Guidance; Correlated Outages; Attrition; Policy Impact; Antitrust
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Shortages Propagate to Complements
Unlock Premium to read this post →Plus! It's All Ads; Rebates; AI and IP; Mandatory AI Adoption; Systems of Record
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What's the Long-Run Elasticity of Tariffs?
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Search Remains the Best Business in History
Read this article →Plus! Diff Jobs; Equity Market Vigilantes; Scale; Volatility; Tariff Impact; Splits and Synergies
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Longreads + Open Thread
Read this article →Latin, Timing, AI at Work, AI at the Movies, Misinformation, Secondaries, Chat
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Steelmanning Private Credit
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How Many Digital Identities do you Need?
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Chatbots Combine the Most and Least Viral Products
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Democratizing Complicated Financial Products is Inevitable, but Fraught
Read this article →Plus! Startup Fraud; Automation; Motivations; Ads; Utilization
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Longreads + Open Thread
Read this article →Spies, Words, China, Reading, Scams, Markets, Chatbots, Buffett, Altman
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Golden Shares and Financial Engineering
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