Modern Pricing
Plus! The Numbers; Commoditizing; Allocating Risks; Market Conditions; Supply Chains
All posts
In chronological order
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How Far in the Future Should You Be Trying to Live?
Read this article →Plus! Spillover Effects; Frictional Costs; Airgaps; Poaching and Context; Open Weight; Diff Jobs
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Longreads + Open Thread
Read this article →Deflation, Elites, Nomads, Education, Google, Metrics, Risk, Innis
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AI Agents Save Users Money But Probably Won't Raise Savings Rates
Unlock Premium to read this post →Plus! Horizontal Businesses; Oligarchy; Neolabs; Talent Shuffling; Volume
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Market Breadth and Transformative Technologies
Unlock Premium to read this post →Plus! Integration and Defaults; Continuation Funds; The Router Efficient Frontier; Buildouts; RSI
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Blurred Minds
Unlock Premium to read this post →Plus! Capabilities; Prediction Markets; Media; The Other Kind of Alignment; Ads
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Forward Deployed
Sign up for free to gain access →Plus! Felonybench; Frontier Capabilities; SEO; Company Demographic Pyramids; Fighting for Inference; Diff Jobs
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Longreads + Open Thread
Read this article →Zuck, New Guinea, Time, Trash, Bugs, Japanese Warrants, Globalization
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In AI Exposure, Sometimes Worse is Better
Unlock Premium to read this post →Plus! Measuring Private Credit; Joint Ventures; Fast Following; Closed Loops; Bubbles
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The Meta Safety Model
Unlock Premium to read this post →Plus! Accelerating; The IPO Premium; Backups; Adjusted EBITDA; Amortization
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Airbnb's Mezzanine Financing Strategy
Unlock Premium to read this post →Plus! What Gets Paced; Counterparties; Sanctions, In Practice; The Inequality Business; Data Moats
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The Economics and Politics of Pacing the Frontier
Read this article →Plus! Diff Jobs; Reflexive Funding; Insider Trades; Reference Implementation; Margins; Law Enforcement