Where AI Eliminates O-Ring Economics
Plus! Maturity Wall; Very Early-Stage Startups; Deploying AI; Momentum; Short-Termism
All posts
In chronological order
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Private Sector Quasi-Feds
Unlock Premium to read this post →Plus! Talent Negotiations; Typos; Currency Depreciation; Capital Structure Arbitrage; World Models
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Who Gets to Judge AI's ROI?
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America Has a Comparative Advantage in Handling Global Disorder
Sign up for free to gain access →Plus! Where We Are in the Cycle; Insurer of Last Resort; Marketplaces and Routers; Getting a Bid; Talent; Diff Jobs
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Longreads + Open Thread
Sign up for free to gain access →Gambling, Context, Media, Fermi Paradox, Intelligence, Endowments, Inequality, Blankfein
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Corporate Endosymbiosis
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Insurer of Last Resort
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The Era of Secret LLM Evals
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Who Decides What AI Can Do?
Sign up for free to gain access →Plus! Diff Jobs; Fun Trades; Insiders; M&A; Two-Tier Rounds; Switching Costs
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Longreads + Open Thread
Sign up for free to gain access →Cantor, Stripe, PE, AI and Software, English, Pair Trades, Crypto, Maps
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Leveling and Leverage
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Coming Next: The Great Caching
Unlock Premium to read this post →Plus! Unfriendly AI; Leads; Prediction Markets; Hedge Funds as Operating Businesses; Big Tech Sees Like a State