Shortages Propagate to Complements
Plus! It's All Ads; Rebates; AI and IP; Mandatory AI Adoption; Systems of Record
All posts
In chronological order
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What's the Long-Run Elasticity of Tariffs?
Unlock Premium to read this post →Plus! Content Marketing; Growth; Forward- and Backward-Looking Hiring; Publications or Personalities?; Congressional Trading
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Search Remains the Best Business in History
Read this article →Plus! Diff Jobs; Equity Market Vigilantes; Scale; Volatility; Tariff Impact; Splits and Synergies
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Longreads + Open Thread
Read this article →Latin, Timing, AI at Work, AI at the Movies, Misinformation, Secondaries, Chat
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Steelmanning Private Credit
Unlock Premium to read this post →Plus! The Breakup; Scale; The Talent Supply Chain; Competition; Gluts, Snags, Warehouse Space
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How Many Digital Identities do you Need?
Unlock Premium to read this post →Plus! Luxury Travel; The Opportunities; Pensions and Duration; Markets; Access
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Chatbots Combine the Most and Least Viral Products
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Democratizing Complicated Financial Products is Inevitable, but Fraught
Read this article →Plus! Startup Fraud; Automation; Motivations; Ads; Utilization
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Longreads + Open Thread
Read this article →Spies, Words, China, Reading, Scams, Markets, Chatbots, Buffett, Altman
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Golden Shares and Financial Engineering
Unlock Premium to read this post →Plus! Capital Structure; Price Discrimination; General-Purpose Technologies; Bundles; Tariffs
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Are We Finally Done With the "Wrap Crypto Exposure In a Listed Equity" Thing?
Unlock Premium to read this post →Plus! Demographics; Surface Area; Insurance and Price Signals; TACO; Robotaxis and Network Effects
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Adversarial Attacks in Statistical Arbitrage
Read this article →Plus! Banking; Financial Engineering; Hiring and Game Theory; Currency Blocs; AI SEO