Gambler Nation, for Better or for Worse
Plus! AI as a Post-Medium; The Economics of Single-Family Rentals; Election Volatility; Volatility, Continued; And Again
Plus! AI as a Post-Medium; The Economics of Single-Family Rentals; Election Volatility; Volatility, Continued; And Again
Plus! Sin Taxes; Optionality; The Dow; The GPU Financing Ecosystem; AI Fragmentation
China, Defense, Hackers, Globalization, Language, Business Models, Funds
Plus! Search and AI; Generative Ads; Search is a Continuum; Reference Prices
Plus! Taking Big Swings; Shorting; Fraud; A Deconstructed Uber; Feedback Loops
Plus! Frontends and Backends; An Ad and a Product; Endorsements and Pivots; Long/Short; Reinvestment Opportunities
Plus! Lyft Got Fined For Telling the Truth and is Now Compelled to Lie to Drivers; Ozempic and Signaling; Wargaming and Pivots; Failure Modes; ESG, Etc.; Diff Jobs
Schleps, Movies, Career Liquidity, Progress Studies, MVP, Locked Secured, Venture Scale, Prigozhin
Plus! Alternative Networks; "Punycorns"; Operating Leverage; Reddit and AI; Forced Diversification
Plus! Owning the Data; The Omnibundle; Carrots and Sticks; Regulation by Disclosure Enforcement; Chatbots
Plus! Searching for Answers, not Pages; Cloud, or Not; New Property Rights; Monitoring; Two-Sided Markets
Plus! AI and Education; Money Laundering; Agglomeration Economics; Threat Models; Universal Hardware; Diff Jobs