Are We Finally Done With the "Wrap Crypto Exposure In a Listed Equity" Thing?
Plus! Demographics; Surface Area; Insurance and Price Signals; TACO; Robotaxis and Network Effects
All posts
In chronological order
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Adversarial Attacks in Statistical Arbitrage
Read this article →Plus! Banking; Financial Engineering; Hiring and Game Theory; Currency Blocs; AI SEO
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Longreads + Open Thread
Read this article →Ancient Cities, Microsoft, Psychedelics, Spotify, 1.5-Sided Markets, FX
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Waiting for the Other Shoes to Drop
Unlock Premium to read this post →Plus! Model Capabilities; Rates; Why OnlyFans is Cheap; Mismatched Networks
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Google I/O: Toll Booths on Externalities
Unlock Premium to read this post →Plus! The Tax Incidence of Untaxed Tips; M&A; Liquid Content; Hallucinations; Don't Mention the Trade War
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Unbranding Asset Classes
Unlock Premium to read this post →Plus! Cost Cuts and Lobbying; AI and Gross Margins; Trade Wars; Guidance; The Clones
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Competing Elite-Selection Mechanisms
Read this article →Plus! Diff Jobs; Left-Tail Outcomes; Downgrades and Giffen Goods; Bearer Instruments; Currency; Shipping
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Longreads + Open Thread
Read this article →Reading, Covid, Liquid Content, Antimemetics, Life Insurance, KPIs
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New Financial Products are Born Either Free or too Expensive
Unlock Premium to read this post →Plus! Arbitrages; KPIs; Shorts; Scams; Marketplaces
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Chime: Minimum Viable Bank to Everything-but-a-Bank
Unlock Premium to read this post →Plus! Bootstrapping Models; Negotiations; A Bus; Bank Capital; Progress in Crypto
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Making Better Products is Usually the Right Move
Unlock Premium to read this post →Plus! A Lifetime in an M&A Process; Ads; Will Tariffs Ever Show Up in the Macro Data?; Outsourcing and Round-Tripping; Accessibility and Post-Interface Interactions
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Arbs Close, Infrastructure Remains
Read this article →Plus! Diff Jobs; Abundance and Realignment; AI Undeath; Basic Capital; Tariffs; Insurable Risks