Tokenomics, Revisited
Plus! AI and Education; Money Laundering; Agglomeration Economics; Threat Models; Universal Hardware; Diff Jobs
Plus! AI and Education; Money Laundering; Agglomeration Economics; Threat Models; Universal Hardware; Diff Jobs
Prediction Markets, Shoplifters, Palantir, AI, Sports Betting, Agency, Softbank, Polostan
Plus! Complements; The Social Contract; 2.5th-party; Monetizing Vulnerabilities; Multiple Audiences
Plus! Platforms; Social Network Primitives; Cancellations; Competitive Pricing; Cost Control
Plus! JPM; An Asset Class and an Issue; Prediction Markets; Turnover; Distressed Sellers and the Cycle
Plus! Capital Structure; Designer Brands and Transaction Costs; SMBs; Top-Down Market Reform; Chosen Obligations
Plus! Full-Stack; Crypto: Not Speculative Enough for the SEC; Regulating Platforms; Getting the Order Right; Narrative Monopolies
Plus! Switching Costs; Spinouts; Pricing and Risk Premia; Operational Efficiency; Founder Control
Plus! Deeper into the Stack; Gray Area Moderation; The FTX Turnaround; Trading Companies; Filling in the Gaps
Plus! Moats; Big Tech Sees Like a State; Shifting Costs; Managing Macro; Experimentation
Philosophy, North Korea, Doing the Reading, Ponzis, Accommodations, Careers, Competition, The Book, AI