Longreads + Open Thread
Niederhoffer, Research, AI Writing, Datacenters, Before Search, Hedge Funds, Crashes, Seveneves
All posts
In chronological order
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Convergent Evolution in the Architecture of Intelligence
Unlock Premium to read this post →Plus! Credit and Credibility; Complements; Pricing; Infrastructure as Scar Tissue; Equity Wrapped in Credit
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The Politics of Visible and Invisible AI
Unlock Premium to read this post →Plus! Sin-Eating as a Service; Cyber Risk; More Security Through Obscurity; Compute; Reinforcement Learning
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What Does it do to Crypto Prices if Everything's (Temporarily) More Hackable?
Unlock Premium to read this post →Plus! Positioning; FX; DIY Quants; M&A; Merchant Banking
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Who Hedges Where?
Read this article →Plus! Ads for Bots; Authenticity; The AI Race; Priority Disputes; Mission
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Longreads + Open Thread
Read this article →Funds, Slop, Schools, Lookism, Automation, Bots, Efficiency, Magnitogorsk
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Situational Awareness, Revisited
Unlock Premium to read this post →Plus! Cyber Risk; Capacity; Fraud; The Era of Big Swings; Deflation
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"Natty-or-not" for Everything
Unlock Premium to read this post →Plus! Liability; Drones; Prediction Markets With CCP Characteristics; Situational Awareness; AI
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Catalysts
Unlock Premium to read this post →Plus! Groceries; Is a Smartphone an Appliance or Part of your Brain?; Deployment; Identity; Pivots
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What We Periodically Relearn About Rent Control
Read this article →Plus! Backstops; Complements and Substitutes; Personality Hire; Commoditization; IPOs
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Longreads + Open Thread
Read this article →Scraping, Status, Reading, Roiding, Books, Coase, Surplus, Empire
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The Market Doesn't Sell Off on Excessive-Capex Concerns at the Top
Unlock Premium to read this post →Plus! 10b5; Biometrics; Inequality; Competition; Routers