Longreads + Open Thread
Data, Invisible Software, The Post, AI, Cheating, Control, Star Wars
All posts
In chronological order
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Who Else But Google?
Unlock Premium to read this post →Plus! Tariff Plays; Good Trades; Capital Structure; Moderation; Debt and the Dollar
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Why do Venture Funds Target a Particular Ownership Level?
Unlock Premium to read this post →Plus! The Path of Deployment; The Long Tail; Non-News; Data; Models
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Expect More Politically Inscrutable Assassinations
Unlock Premium to read this post →Plus! Coasian Bargains; Movies; Currency; OpenAI; Tariffs
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Peak Berkshire (In a Good Way)
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Longreads + Open Thread
Read this article →Margin Call, Math, BNPL, AI and the Environment, Bonds, Favors, Tariffs, College
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Storing Up Untainted Data
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Should Congress be Allowed to Trade?
Unlock Premium to read this post →Plus! Norms Trading; Point-of-Sale; Trade Trench Warfare; AI and Ads; Bluffing Your Way to Better Management
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Pathologically High-Margin Businesses
Unlock Premium to read this post →Plus! Change My View; Capital Structure; Artificial Sycophancy; Elasticity; Internalizing Externalities
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When Step One is to Light Money on Fire and Measure How Fast it Burns
Read this article →Plus! Groupchats and Norms; Venture; Made in America; Real Estate Elasticity; Lagging Investments
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Longreads + Open Thread
Read this article →Movies, Scams, Decentralization, Reading, AI, Offline, Trade
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You Can't Measure AI Market Share Because it Lives at too Many Layers
Unlock Premium to read this post →Plus! Moderation; Unavoidable Timing; Sad AIs; Friendshoring