Should You Trust the Hacker News Peanut Gallery?
Plus! Threshold Effects; The Open-Face AI Sandwich; A Calmer Legal DDOS; Arms Races and Loops; Sales Funnels
All posts
In chronological order
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Blind Extrapolation as a Powerful Force in Finance
Read this article →Plus! Diff Jobs; Midjourney Medical; Chips; Financial Engineering; Rigged Games; Reality is the Complement
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Longreads + Open Thread
Read this article →Conscious AI, Usury, Roblox, Citadel, Founders, Vol Drag, Cat Bonds, Oil
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The Megacap Era
Unlock Premium to read this post →Plus! Acquisitions and Divestitures; Bots and Delegation; Leverage; Margin Cadence; Strategic Investors
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N > 1
Unlock Premium to read this post →Plus! AI: Ads, Inevitably; Momentum; Volatility; OpenAI; Media Ecosystems
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What Does it Mean to Have a Trillion Dollars?
Read this article →Plus! Diff Jobs; Anthropic; Mean and Variance; Fragmentation; Guidance; Slightly-Heterodox Center-X
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Longreads + Open Thread
Read this article →Literature, Law, Vacuum Tubes, Consciousness, Discussions, Macro, Yuppies, Odyssey
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Bending Spoons' High-ROI Nostalgia Menagerie
Unlock Premium to read this post →Plus! Mobile Money; Efficient Frontiers; Contextual LLM Commerce; Denominators; Loyalty
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What is an Index For?
Unlock Premium to read this post →Plus! Reverse-Engineering; Misdirection; They Always Charge Rent; Revaluation; Charity
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The Median App and the Median User-Minute
Unlock Premium to read this post →Plus! Satoshis; Shorting; Supply Chain Attacks; The Longest Tail; Dispersion Trades
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It's Maturity Transformation All The Way Down
Read this article →Plus! Weather; Adverse Selection; Compute, and P/S Ratios; Software PE; Automation and Utilization
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Longreads + Open Thread
Read this article →Anabasis, Memory, Height, Neo-Brandeisians, Canceled, Capacity, Compute, Realism