Rehabilitating Bubbles
Plus! Scaling; Deployment; Usage; The Arbitrage Cycle; Metrics
All posts
In chronological order
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Longreads + Open Thread
Become a member to gain access →Ballmer, Scalping, YouTube, Institutions, ChatGPT, Middlemen, Heresy
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Open Source as a way to Skip the Line to Enterprise-Ready
Unlock Premium to read this post →Plus! The Pods; Worse is Better in Streaming; Uncooking the Books; Cap Structure Arbitrage; Going Direct
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What Does Higher Government Efficiency do to GDP Growth?
Unlock Premium to read this post →Plus! Election Ephemera; Meanwhile in Prediction Markets; Search; Regulation by Media; Feeds
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Gambler Nation, for Better or for Worse
Unlock Premium to read this post →Plus! AI as a Post-Medium; The Economics of Single-Family Rentals; Election Volatility; Volatility, Continued; And Again
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Technologies as Cleverness Substitutes
Become a member to gain access →Plus! Sin Taxes; Optionality; The Dow; The GPU Financing Ecosystem; AI Fragmentation
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Longreads + Open Thread
Become a member to gain access →China, Defense, Hackers, Globalization, Language, Business Models, Funds
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In Defense of Worrying About the AI Apocalypse But Not Shorting the Market
Unlock Premium to read this post →Plus! Search and AI; Generative Ads; Search is a Continuum; Reference Prices
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AI is Working
Unlock Premium to read this post →Plus! Taking Big Swings; Shorting; Fraud; A Deconstructed Uber; Feedback Loops
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The Economics of Fighting Unwinnable Fights
Unlock Premium to read this post →Plus! Frontends and Backends; An Ad and a Product; Endorsements and Pivots; Long/Short; Reinvestment Opportunities
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Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
Become a member to gain access →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
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Longreads + Open Thread
Become a member to gain access →Schleps, Movies, Career Liquidity, Progress Studies, MVP, Locked Secured, Venture Scale, Prigozhin