Longreads + Open Thread
Reading, Renaissance, China, AGI, India, Summer, Oracle, Vision Pro
All posts
In chronological order
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The AI Leisure Time Dividend is Economic Dark Matter
Unlock Premium to read this post →Plus! AI-Driven Redistribution; Not-Quite-Arbitrage; No Contagion; The Other Shoe Drops; Figma
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AI for Better Endless Scrolling
Unlock Premium to read this post →Plus! LLMs Won't Coordinate to Pump Up Stocks Forever; Cost Per Token; AI Interviews; In Other Meta News; A Different Kind of Globalization
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The Rising Returns to Lobbying
Unlock Premium to read this post →Plus! Inflation and Uncertainty; Tariffs; All-You-Can-Eat; Market-Timer-in-Chief; Continuation Funds
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Strip-Mining the Maybesphere
Read this article →Plus! Diff Jobs; Regulatory Clarity; Eurobonds; Just-In-Time; Ratings; The Crypto Credit Cycle
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Longreads + Open Thread
Read this article →LLM Smell, English History, AI, Quality, Drugs, Relative Value
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The Commons Gets Privatized Once
Unlock Premium to read this post →Plus! Acquifired; Regime Shifts; Big Tech Sees Like a State, Safe Partying Edition; Accounting; Who's Negotiating Tariffs?
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The Layer Paradox
Unlock Premium to read this post →Plus! Tariffs; SPAC Arbitrage; Memes; Scale and Google; Wearables and Data Surface Area
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Why 2028 Will be an Unusually Wild and Well-Funded Campaign
Unlock Premium to read this post →Plus! Partial Take-Unders; Interaces and Surface Area; Metrics; More Tech Keiretsus; Crypto and Capital Structure; Supply Chains and Lags
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The Finance of Alchemy
Read this article →Plus! Diff Jobs; SPACs, Back; Sanctions and Supply Chains; AI Filtering; Measurement Errors; Data Labeling
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Longreads + Open Thread
Read this article →OpenAI, HALO, Betting, Stalin, Loneliness, The Number, The 90s
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Who's Still Playing an Iterated Game?
Unlock Premium to read this post →Plus! Cogsec; AV Competition; Asset Gathering; National Champions; National Champions, Cont.