Building the Biotech Router
Plus! Taxes; A BIRD in the Hand; Ports; AI Liability and Alignment; Valuation
All posts
In chronological order
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Paying Up for the Right to be Sued
Unlock Premium to read this post →Plus! Agency Risk; AI Accounting; Paywalls as Speedbumps; Systemic Risks; Futures
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Ring, Cloudflare, and the Supply Chain of State Capacity
Read this article →Plus! Work Trials; The Mezzanine Tranche; Politics by Other Means; Lawyers; Token Shortages
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Longreads + Open Thread
Read this article →Religion, Reading, Bugs, Japan, Science, IPOs, Barbell Portfolios
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Decentralized Pundit Calibration as a Vision of Long-Term Economic Growth
Unlock Premium to read this post →Plus! The AI Cycle; Succession; Anchoring; Cyber Risk; Dollarizing
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Mythos and the Long-Term AI Lab Model
Unlock Premium to read this post →Plus! AI Overviews and NYT Overviews; Anthropic; Satoshi; Overnight; Tokenmaxxing
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Can Your Business IPO When Part of It's on Fire?
Unlock Premium to read this post →Plus! Run-Rates; Calibration; Retention; Collaboration; Gold and Politics
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Uncanny AI
Read this article →Plus! Organic Content; Inconsistent Candor; Liquidity; Return to Office; Long-Lead Time Hacking
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Longreads + Open Thread
Read this article →Happiness, Milgram, Delivery, China, Spreadsheets, Alpha, Trading, Hassabis
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When Labor is Scarce, Equity is the Mezzanine Tranche
Unlock Premium to read this post →Plus! What Goes Up; Refinancing; Investor Relations; Scaling; Infrastructure
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The Antibiotic-Resistant Bacteria Problem in Regulation
Unlock Premium to read this post →Plus! What Belongs on the App Store?; Compensation; Comparative Advantage; Algae and Investor Relations; Elon Relations
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Handy Robots
Read this article →Plus! Diff Jobs; It's Personal; Rationing; Penny Stocks; The Text Glut; Sora