America Has a Comparative Advantage in Handling Global Disorder
Plus! Where We Are in the Cycle; Insurer of Last Resort; Marketplaces and Routers; Getting a Bid; Talent; Diff Jobs
All posts
In chronological order
-
Read this article →
-
Longreads + Open Thread
Read this article →Gambling, Context, Media, Fermi Paradox, Intelligence, Endowments, Inequality, Blankfein
-
Corporate Endosymbiosis
Unlock Premium to read this post →Plus! Big Airlines See Like a State; Crypto; Moderation in all Things; Private Credit and Market Timing; Oil
-
Insurer of Last Resort
Unlock Premium to read this post →Plus! Lobbying; Growth; Black Boxes; SaaSpocalypse Update; AI Risk
-
The Era of Secret LLM Evals
Unlock Premium to read this post →Plus! Commoditizing the Complement; Talent Density; Thermostatic State Capacity and Anthropic; Merchant Banking; Negawatts
-
Who Decides What AI Can Do?
Read this article →Plus! Diff Jobs; Fun Trades; Insiders; M&A; Two-Tier Rounds; Switching Costs
-
Longreads + Open Thread
Read this article →Cantor, Stripe, PE, AI and Software, English, Pair Trades, Crypto, Maps
-
Leveling and Leverage
Unlock Premium to read this post →Plus! Claude of War; Holdcos; AI Deployment; Disciplined Bidders; Funding Open Source
-
Coming Next: The Great Caching
Unlock Premium to read this post →Plus! Unfriendly AI; Leads; Prediction Markets; Hedge Funds as Operating Businesses; Big Tech Sees Like a State
-
The Case for Independent Fiscal Policy
Unlock Premium to read this post →Plus! COBOL; Catching a Falling Knife; Institutionalization; AI Schmuck Insurance Still Works; Fungibility
-
The Middle Game: Routers at the Edge
Read this article →Plus! Diff Jobs; Cameras; Painting the Tape; Edge Cases; Leaning in to Leaning Out; Two-Tier Rounds
-
Longreads + Open Thread
Read this article →Ingroups, Quakers, Scaling, Comp, Writing, Inflation, More Comp, U Chicago