Longreads + Open Thread
Plague, Manufacturing, FX, Agents, Trump, Surface Area, AI
All posts
In chronological order
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What moves the Efficient Frontier Between PE and SaaS for Improving Small Companies' Financial Performance?
Unlock Premium to read this post →Plus! Reindustrialization as a Financial Engineering Problem; How the Tariffs Happened; Meanwhile, in Europe; Lead Generation; The Platform
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Tariffs and Currencies
Unlock Premium to read this post →Plus! Interfaces; Surface Area; AI's Jobs Impact; Capacity; Capacity, Continued
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eToro: Twitch Plays the Market
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"Do Firms Need Juniors?" Might be the Wrong Question
Become a member to gain access →Plus! Solve for X + X; Refactoring; AI and Distribution; How Models Think; The AI Business Model
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Longreads + Open Thread
Read this article →Jobs, Nobels, AI, Magazines, Worms, Complements
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IP Protection in the Era of Fast Copying and Watermark Removal
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StubHub: Market-Making in a Maximally-Heterogeneous Asset Class
Unlock Premium to read this post →Plus! Lobbying Through Products; Models; Digital Assets; Skill Levels; Risk Premia
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The Two-Sided Uncertainty Tax
Unlock Premium to read this post →Plus! Privacy and Usability; Muscle Memory; Talking One's Economic Short Book; More Preemptive Free Trade; Private and Public
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There's More Than One Efficient Market Paradox
Read this article →Plus! Reciprocal Tariffs; AI Purgatory; Payments and Credit; LinkedInFluencers; Efficient Markets
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Longreads + Open Thread
Read this article →Archiving, Externalities, OpenAI, 2024, Abundance, Hiring, The Dollar
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Why do Stocks Only go up at Night?
Unlock Premium to read this post →Plus! AI Adoption and Incumbents; DOGE; The News Business; Financing the Trade; What do Oil Companies Want?