School, Major, GPA (Or Proof-of-Work)
Plus! Cross-Shareholding; Tokens; Supply and Demand; Lobbying; Meta
All posts
In chronological order
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Re-Meming
Unlock Premium to read this post →Plus! Combos; What Does Nvidia Train?; AI and Government; AI Themes; Low-Priced Stocks
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The Efficient Frontier of Automation
Read this article →Plus! Negotiations; The Line Segment; Tokenized Trading; Financial Engineering; Trump Straddle
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Longreads + Open Thread
Read this article →Cancer, Water, Religion, Tooze, Weiss, Land, Diff Jobs
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Learning to Act Token-Rich
Unlock Premium to read this post →Plus! Proof-of-Work; Provenance; Negotiating in Public; Scheduling; Black Hole Movies
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Software/Hardware Feedback Loops
Unlock Premium to read this post →Plus! New Releases; Prediction Markets; Retention; Rates; More Rates
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Just Like 2007 (In a Good Way)
Read this article →Plus! Diff Jobs; Asset Heterogeneity; Ads; Sales and Marketing; Breadth; More Convergence
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Longreads + Open Thread
Read this article →Scott Adams, WhatsApp, WASPs, Leo XIV, Pólya, Writing, Assumptions, Karp
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Trucking, AI, and Thesis-Validating Lawsuits
Unlock Premium to read this post →Plus! Propagating Shortages and Round-Trip Deals; The Google Roadmap; Building for Net Dollar Retention; Trade Deals; Revolving Doors
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The Large Sample Size Economy
Unlock Premium to read this post →Plus! Price Caps; Second Sources; Shortage Propagation; Celebrity Chatbots
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Thermostatic State Capacity
Unlock Premium to read this post →Plus! AI JVs; Stablecoins; AI and Proof-of-Work; Internalizing Externalities; Fame Exit Scams
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Why the Global Balance Sheet Grew
Read this article →Plus! The Fed; Walmart as Google's Alt-Azon; Two Convertible Bond Stories; FX Trades; Cheap Oil