Globalization, Regulatory Arbitrage, and Reshoring-on-Paper
Plus! Antitrust Enforcement; Full-Stack; Decentralizing; Spoiler Bids; Platform Management
All posts
In chronological order
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AI Assistants Will Be Great (Especially for the Biggest Companies)
Sign up for free to gain access →Plus! Short Selling; Crypto Treasury Gresham's Law; The Joy of Higher Rates; Labor Substitution; Pricing Black Swans
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Longreads + Open Thread
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De-Risking The 11-Figure Bets
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Short-Term Discretionary Traders Are Unusually Automatable
Unlock Premium to read this post →Plus! Dimensions of Competition; Jurisdiction; Streaming Fragmentation; Diversification; Twitter Debt, After All
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AI Interfaces Engineer Serendipity
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The Bid/Ask Spread for Top Talent
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Longreads + Open Thread
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Capital-Intensity and Legibility
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Test-Time Compute Scaling Drives the AI Jevons Paradox
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There is an "AI Factor," and It's Worth Hedging
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The New National Champions
Sign up for free to gain access →Plus! Open Source AI; Meme Private Credit; Alpha Generators as an Asset Class; Going Hostile; Defense