The Median App and the Median User-Minute
Plus! Satoshis; Shorting; Supply Chain Attacks; The Longest Tail; Dispersion Trades
All posts
In chronological order
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It's Maturity Transformation All The Way Down
Read this article →Plus! Weather; Adverse Selection; Compute, and P/S Ratios; Software PE; Automation and Utilization
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Longreads + Open Thread
Read this article →Anabasis, Memory, Height, Neo-Brandeisians, Canceled, Capacity, Compute, Realism
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AI Hardware Dutch Disease
Unlock Premium to read this post →Plus! Buy, Borrow, Reside; Due Process; A More Normal Mortgage Market; Slower; Bots
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The Era of the Vol-Farming Celebrity
Unlock Premium to read this post →Plus! Portable Alpha; Fully Horizontal; Revenge Trades; AI and Spam; IIPO
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Funding Sources
Unlock Premium to read this post →Plus! Epicycles; Shorting; Network Effects; Hacks; Hot Stock Tips
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Using AI for Writing like a Responsible Adult
Read this article →Plus! Granular Price Discrimination; ETFs; Form Factors; Training Data
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Longreads + Open Thread
Read this article →Agents, Frankfurt School, Egypt, Education, China, Risk
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Subscriptions and Credit
Unlock Premium to read this post →Plus! Flags of Convenience; Complements; The Venture Loop; #1; Supply Chain Attacks
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The Coasian Margin Frontier
Unlock Premium to read this post →Plus! Indexing; Insiders; Earnings; FDEs; Horizontally-Deployed
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The Rocketship
Read this article →Plus! Diff Jobs; Unit Economics; Rearrangements; Vibeslop; Mindshare; Consumption Equality
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Longreads + Open Thread
Read this article →Land, Unions, FiveThirtyEight, Open Source, Momentum, Alpha at the End of History, Rediscovery, Fidelity