Longreads + Open Thread
Languages, Financial Infrastructure, Africa, Chicken, Trucking, Capital Allocation, Normans, Compounding
All posts
In chronological order
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B. Riley and the Fees Versus Trading Tradeoff
Unlock Premium to read this post →Plus! The SVB FAQ; Liquidation; Moderation; Round Numbers; Netflix's Price Adjustment
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Why Great Investors are Bad Quitters
Unlock Premium to read this post →Plus! Always an Ad Bull Market Somewhere; Rates Risk and Wine Loans; Recursively Fundable Products; Historical Data; AI
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Internal Software as a Competitive Advantage
Read this article →Plus! Copying; Performance; Un-IPO; Back to the Office; Why Private Equity?; Diff Jobs
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Longreads + Open Thread
Read this article →AI Economics; Industry & Academia; Google; Hacks; Rust; Just-in-Time; Inequality; Gates
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Kraft Heinz got the 3G Capital Treatment
Unlock Premium to read this post →Plus! Buffers and Windfalls; Remote; K-Pop Bidding War; CEO Shortages; Opacity and Data Advantages
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Three Stories of Ads and Scale
Unlock Premium to read this post →Plus! Law Chatbots; Scale-Based Fines; Predictable Revenue; AI: Product or Feature; Network Effects
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Metrics for the Mildly Viral
Unlock Premium to read this post →Plus! Dark Stores; Pay-Per-View; There's Always a Tech Bull Market Somewhere; Repeat Layoffs; Mark-to-Market
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History Begins Again for Big Tech
Read this article →Plus! Yachts, Taxes; Bad Ads; Investor Relations; Market Signals; More AI-in-the-Browser; Diff Jobs
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Longreads + Open Thread
Read this article →Volatility, Aging, Loury, Microsoft, Jobs, Reflexivity, South Sea
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PagerDuty: "Uptime is Money"
Unlock Premium to read this post →Plus! Gasoline, Kerosene, Alpha, and Other Things Derived from Oil; Cost Cuts and Remote; Bond Math; Super Bowl Ads and Cycles; More Countercyclical Hiring
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The Pace of AI Advances is Temporarily Overstated, But Still Very, Very Fast
Unlock Premium to read this post →Plus! Scale and Moderation, For Better or Worse; Writing Puts; Countercyclical Hiring; Slightly Slower Streaming Consolidation; Expansion, Consolidation, and Poaching