Longreads + Open Thread
HFT, Wine, Dollar, ML, Fracking, Short Squeezes
All posts
In chronological order
-
Read this article →
-
Starbucks: What Does an Industry Pioneer Do When The Frontier Catches Up?
Unlock Premium to read this post →Plus! Commoditizing the Complement in AI Hardware; Newsletters; AI in Finance; Games and Metagames; AI and Technical Debt
-
China, Without the Growth
Unlock Premium to read this post →Plus! API Pricing; Flexible TAM; Active Management Consolidation; Buying Opex; "AI Products That Companies Think They Want"
-
Data, Prices, and Central Planning
Read this article →Plus! Japan Remains Cheap; Tipping and Price Discrimination; Bad News is Good News; Black Markets; Jobs; Diff Jobs
-
Longreads + Open Thread
Read this article →Car Paint, Horror Movies, Data, AI, Marketing, Pensions, Zell, Banks
-
Bet on the Side With the Low Discount Rate
Unlock Premium to read this post →Plus! Network Effects; Microsoft's OpenAI Bet; AI Enablement; Cap Structure Arbitrage; The Very Long Game
-
Single Source of Truth
Unlock Premium to read this post →Plus! Nvidia; Reputation; Algorithmic Dealflow; Two-Track Urban Economies; AgTech
-
Power Plus Difficulty = Virality Among Power Users
Unlock Premium to read this post →Plus! The Services Economy; Directing Capital; Remote; The High Cost of Free Returns; Zoom and AI
-
Cava: One Brand, Many Channels
Read this article →Plus! AI and Incumbents; Buying Reputation; Restaurant Pricing; Debt, Prices, and the Pull-Forward Effect; Assets and Distribution
-
Longreads + Open Thread
Read this article →Energy, AI and Science, AI and School, Tech and Politics, Institutions, Bonds, Trust
-
Gmail's Strategic Evolution
Unlock Premium to read this post →Plus! The Meta Chip; The Varieties of Debt Hangover; Instacart and Ads; Twitter: Media Down the Funnel; Icahn's Short and Paradoxical Crashes
-
Who Wins and Loses When a Growth Industry Gets Regulated?
Unlock Premium to read this post →Plus! Ads & Scale; AI and Convergence; Distribution; "Car Service. You've Invented a Car Service."; Cycles and Behavior