The Loneliness Economy Wins Through Higher Sustained Productivity Growth
Plus! Bond Vigilantes; Deeper AI Search; Analysts; Shareholder Votes; Networks are Expensive to Build
All posts
In chronological order
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Moderation, Inside and Out
Unlock Premium to read this post →Plus! General-Purpose Technologies; Growth and Concentration; Cross-Platform; The Amazon Model; More Round-Trips
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Time Arbitrage and SaaS Pricing Power
Unlock Premium to read this post →Plus! Search UX; Mining Crypto; Moderation; News is a Distribution Business; AI as UI
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Credentialism and the Money Illusion
Become a member to gain access →Plus! Diff Jobs; Capacity Constraints; IPO Window; Strikes and Opportunity Costs; The Upside and Downside of Ads; Backcasting Returns
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Longreads + Open Thread
Become a member to gain access →Paradigms, AI, Pentium, Netflix, China, SBF
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The Large- and Small-Home Market Advantages
Unlock Premium to read this post →Plus! Who Bears Ban Risk?; Carvana and Short-Selling Economics; VC; Productivity; A More Normal Economy
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In Credit Underwriting, Better is Worse
Unlock Premium to read this post →Plus! IRR; Structure; Financial Epiphytes; Shale; Weakening the Cartel
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Economic Lessons from the Last Few Singularities
Read this article →Plus! Conflicts and Confluence; Bonds; Empire Building; China; The Capital and Talent Cycle
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Longreads + Open Thread
Read this article →Inflation, AI, Linkrot, Data, Research, Pod Shops, Life Advice, Nvidia
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The Nvidia Way is the Regular Way, Just Faster
Unlock Premium to read this post →Plus! Beware of DOGE?; Dual Listings; Search and Chat; Training Data; Bond Vigilantes with Chinese Characteristics
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Meta's Least-Untrusted Clone Model
Unlock Premium to read this post →Plus! AI Interfaces; The Many Peaks of Mobile; Borrowing Distribution Networks; Ad Arbitrages; More YouTube AI IP
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Infrastructure on top of Infrastructure
Unlock Premium to read this post →Plus! AI as an Interface; AI and Property Rights; Covering an EV Short Position; Heterogeneous Consumption Baskets as Subtle Union-Busting; Second-Order Effects