The Baumol Bounce
Plus! Cost Structure; Working Capital; Agency; Fencing in the Commons; A Very Odd Bond
All posts
In chronological order
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The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be
Read this article →Plus! The Other Net Present Value; Capitulation; Insurgent Advertising; Alignment; Math
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Longreads + Open Thread
Read this article →Airlines, Work, I Want My Hat Back, PMC, Slop, Bias, Kakistocracy
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Adversarial Inference and Emily Post
Unlock Premium to read this post →Plus! They're Gone!; Insiders; Post-Browser; Supply Chains; Complete Markets
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An Overlubricated Economy
Unlock Premium to read this post →Plus! IPOs; Demand; Media Consolidation; Dimensions of Competition; Enforcement
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AI as a Conscientiousness Prosthetic
Unlock Premium to read this post →Plus! Payments; Where is Value Captured?; IBM; Funding; Neoclouds
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The Bad Apple Problem
Read this article →Plus! Diff Jobs; Attribution; Market Efficiency; Anarcho-Capitalist War; Technical Factors; Collateral
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Longreads + Open Thread
Read this article →Reading, Books, Information, Monopolies, Holy Texts, Fate, Prices, Media
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Has AI Art Been Tried?
Unlock Premium to read this post →Plus! Pricing; Rewrites; Distribution; Trading Your PA; Managed Markets
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Nomentum
Unlock Premium to read this post →Plus! Capital; Talent Shortages and Latency Arbs; Two Kinds of Deepfakes; Cycles; More Cycles
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The Ghost-in-the-Finite-State-Machine Design Pattern
Unlock Premium to read this post →Plus! Arms Races; The Dollar; Risk-Seeking; Rebalancing; Implicit Decision Markets
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Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?
Read this article →Plus! MTurk, RIP; The Economist Cover Indicator; AI Cycles; Narratives; Intrusions