Social Media Envy, LLM Narcissism
Plus! A/B Testing; Lending; Narrow Banking; The Great Refinancing; Compute Shortages
All posts
In chronological order
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Get Ready for Many More Prodigies
Read this article →Plus! Optimization; Scarcity; Property Rights; Incremental Margins; Data and Product
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Longreads + Open Thread
Read this article →Econometrics, Art, Venture, Stack Overflow, Violence, Converts, 1949
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Do We Still Need Marketplaces When We Have Agents?
Unlock Premium to read this post →Plus! Fundraising; People Search; Stuff; Death Spirals; AI and Pay
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"A Public Markets Approach to Private Equity"
Unlock Premium to read this post →Plus! Pigouvian Spam Taxes; Spinoffs; RCTs; Tricolor; Ads
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Investor Education
Unlock Premium to read this post →Plus! Licensing; Pigouvian Taxes; Accidental Volatility Laundering; Commissars; ... And Such Small Portions!
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Benevolent Monopolists, Ruthless Monopsonists
Read this article →Plus! Liquid Content; Rapid Vesting; All-Time Highs; Tariffs and Predictions; Moving Down the Funnel
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Longreads + Open Thread
Read this article →Sacks, Energy, Stuck Culture, AI Writing, Tech Right, Incentives, Yield Curves
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The Outward/Inward Media Cycle
Unlock Premium to read this post →Plus! NuBank; DisnAI; AI Differentiation; AI and Clicks; Market Regimes
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The Limits to Autonomous Vehicle Adoption
Unlock Premium to read this post →Plus! AI and IP; Concentration; It's Always ZIRP Somewhere; It's Always Eventually Ads; Digital Real Estate
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Why Media Mergers are Hard
Unlock Premium to read this post →Plus! Frauds; GPUs; Pair Trades; Inline Shopping; Meanwhile, in AI Ads
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The Flix of Theseus
Read this article →Plus! The Dollar; Full-Service VCs; Advertising; Tiny IPOs; Partnerships; Diff Jobs