Data Flow
Plus! Microcaps; AI Safety with Muskian Characteristics; Invisible Infrastructure; Bonds; Stability
All posts
In chronological order
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Ad-Supported Platforms are a Unique Antitrust Problem
Read this article →Plus! Diff Jobs; Brittle Buyers; Rates; Substitution Effects; Demand; Trades
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Longreads + Open Thread
Read this article →Ice, Bankruptcy, Collateral, Craziness, Venture, Investing, Overvaluation, Drexel
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Bootstrapping Humanoid Bots
Unlock Premium to read this post →Plus! Frictional Costs; Bonds; IPOs; Thematic Investing; Catch-up Growth
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Does Nvidia Want to Own Some Mercor or Subsidize It?
Unlock Premium to read this post →Plus! Positioning; Drones; Corporate Governance; Loyalty; The Pause
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Data Scarcity
Unlock Premium to read this post →Plus! Defense; Points of Failure; Elasticity; DDOS; Liquidation
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Financial Entrepreneurship in the Indexing Era
Read this article →Plus! Diff Jobs; Easy As; Missing Estimates; Oil; Off-Balance Sheet; Turnover
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Longreads + Open Thread
Read this article →Progress, Institutions, Robots, Data, Alignment, Indexing, Verification, Debt
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Customers as R&D
Unlock Premium to read this post →Plus! An Abnormal Normal Market; The Two-Leg Software Trade; Computer Archaeology; Exit Strategies; Big Tech Sees Like a State
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Holtec's Very Roundabout Drop-In Replacement Model
Unlock Premium to read this post →Plus! Reputational Arbitrage; Talent; Frontier; Good Data; Letters of Marque
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Toll Collectors on the Road to Abundance
Unlock Premium to read this post →Plus! Capex; Cutoffs; Supply Chains; Production Functions; Roadshows
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FP&A as the Telemetry and Counterespionage
Read this article →Plus! 0.5x AI; Media Incentives; Infrastructure; Perks; Externalities