The Coasian Margin Frontier
Plus! Indexing; Insiders; Earnings; FDEs; Horizontally-Deployed
All posts
In chronological order
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The Rocketship
Read this article →Plus! Diff Jobs; Unit Economics; Rearrangements; Vibeslop; Mindshare; Consumption Equality
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Longreads + Open Thread
Read this article →Land, Unions, FiveThirtyEight, Open Source, Momentum, Alpha at the End of History, Rediscovery, Fidelity
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Pod Shops Got Many Shots to Get AI Right
Unlock Premium to read this post →Plus! Price Discrimination; Vendor Management; Crypto; Product and Distribution; Supply Chain Attacks
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The New Escape Velocity
Unlock Premium to read this post →Plus! In the Black; Call Options; The Biggest Retail Investor; IPO Race; Search in More Dimensions
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Productivity Paradoxes
Unlock Premium to read this post →Plus! The AI Balance Sheet; Market Verdict; More Literal Government; Where Crypto can Live; AI and the Arts
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What Can You Learn from a Deterministically Chaotic Market Simulation?
Read this article →Plus! Diff Jobs; Prediction Markets; Exotics; Binning; Unpopular AI; The Rebalancing Trade
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Longreads + Open Thread
Read this article →Silver, Text, College, Diapers, Insurance, Returns, Jobs
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The Transparency Sonic Boom
Unlock Premium to read this post →Plus! Liability; Reflexive Credentials; Security and Scale; Metrics; Buying Data
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In the Court of the Technoking
Unlock Premium to read this post →Plus! Platforms; FDE Shortage; Idio; Currency Risk; Insiders
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An Investment Banker's Kind of Investment Bank
Unlock Premium to read this post →Plus! Trading Talent; Attack Surface; Ownership; Takeovers; Categories
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Why does Resource Extraction Produce Such Concentrated Wealth?
Read this article →Plus! RLHF; When Will AI Show Up in Labor Market Data?; Aligning Incentives; Local Volatility; FDE Shortage