Via: Yes, It's a Bus
Plus! Return of the SPAC; Strategic Capital; Industry Self-Regulation; Marketplaces; Missing IPOs
All posts
In chronological order
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Corporate Populism
Read this article →Plus! Credit Spreads; Retail and Institutions; Scale; Non-Tariff Barriers; Technology Adoption; Diff Jobs
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Longreads + Open Thread
Read this article →EA, ChatGPT, Smuggling, Borders, Automaticity, Bottlenecks, India
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This Time Is Different, Negative Gross Margins Edition
Unlock Premium to read this post →Plus! LLMs and Ads; Travel and Credit; ; icking Winners; Meme-mentum; CoreWeave
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A Case for Trump's Monetary Policy (That Rehabilitates Biden's Fiscal Policy)
Unlock Premium to read this post →Plus! Chrome; Mark-to-Market; Marketing and Investor Relations; Honor Among Crypto Treasury Plays; Post-Medium Content
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Founders as Market-Timers and Match-Fixers
Unlock Premium to read this post →Plus! No Gold But Gold; IPOs; Workarounds and Walled Gardens; More Crypto Pivots; TACO and Margins
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Concentrate
Read this article →Plus! Coasian Geopolitics; Relaunching; Tariff Inversion; Crypto Holdcos; Buybacks
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Longreads + Open Thread
Read this article →GEO, Airports, Arbitrage, Craigslist, Polo, Platforms, Anathem
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Managing Expectations
Unlock Premium to read this post →Plus! Ads!; AI Pricing; Vibecoding Economics; ; Gold(s); Leaks
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AI and Labor Alienation
Unlock Premium to read this post →Plus! AI and Distribution; Stock Scams and WhatsApp; 401(k)s; What Google Doesn't Say; Paying for Better Investor Relations
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Building the Machine God: A Corporate Finance Perspective
Unlock Premium to read this post →Plus! Naughty Bots and Iterated Games; Risk Premia and Old News; Selling Negawatts; oasian Immigration Policy; Sharpe Ratios
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What Would the Aftermath of the AI Bust Look Like?
Read this article →Plus! Diff Jobs; Succession; The Stats; Going Direct; Banks are Back; Young Founders