Delivery Platforms and Synthetic Social Trust
Plus! Diff Jobs; Beta; Material Nonpublic Information; App Stores; Gunboat Diplomacy; Liquid Content
All posts
In chronological order
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Longreads + Open Thread
Read this article →History, Dan Wang, Arbitrage, Inequality, Cameras, Debt, LDS
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The Surprising Distribution Effects of "Buy-Borrow-Die"
Unlock Premium to read this post →Plus! Full-Stack; Scarcity; Sum-of-the-Parts; Nice Problems to Have; Distribution
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Longreads + Open Thread
Read this article →Code, Models, Cognitive Dissonance, Data, Austen, Counterparties, the Reformation
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Social Media Envy, LLM Narcissism
Unlock Premium to read this post →Plus! A/B Testing; Lending; Narrow Banking; The Great Refinancing; Compute Shortages
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Get Ready for Many More Prodigies
Read this article →Plus! Optimization; Scarcity; Property Rights; Incremental Margins; Data and Product
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Longreads + Open Thread
Read this article →Econometrics, Art, Venture, Stack Overflow, Violence, Converts, 1949
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Do We Still Need Marketplaces When We Have Agents?
Unlock Premium to read this post →Plus! Fundraising; People Search; Stuff; Death Spirals; AI and Pay
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"A Public Markets Approach to Private Equity"
Unlock Premium to read this post →Plus! Pigouvian Spam Taxes; Spinoffs; RCTs; Tricolor; Ads
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Investor Education
Unlock Premium to read this post →Plus! Licensing; Pigouvian Taxes; Accidental Volatility Laundering; Commissars; ... And Such Small Portions!
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Benevolent Monopolists, Ruthless Monopsonists
Read this article →Plus! Liquid Content; Rapid Vesting; All-Time Highs; Tariffs and Predictions; Moving Down the Funnel
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Longreads + Open Thread
Read this article →Sacks, Energy, Stuck Culture, AI Writing, Tech Right, Incentives, Yield Curves