Longreads + Open Thread
Gates, US Steel, Google, Patents, Denmark, Education, Profits, Bleichröder
All posts
In chronological order
-
Become a member to gain access →
-
What Business Should Homebuilders Be In?
Unlock Premium to read this post →Plus! Scale; The Net Exporters' Alliance; Negotiations; It All Comes Back to Ads; Self-Solving Problems
-
Information is Cheap to Duplicate, but it's Hard to Control the Pace at Which it's Deleted
Unlock Premium to read this post →Plus! Laffer Curves;Two Kinds of Investment; Single-Family Rentals as a Maturing Asset Class; Standards; Pensions and Capital Efficiency
-
How Many Trillion-Dollar Companies Should There Be?
Read this article →Plus! Choice; Durables; Lobbying; The China Model; Training Data
-
Longreads + Open Thread
Become a member to gain access →Messaging Wars, Flexport, Emmett Shear, Japan, Harvard, The Riff, Acquisitions, Book Roundup
-
AI-Second Organizations
Unlock Premium to read this post →Plus! War Economies; The Shape of the Bull Market; Beeper; Big Tech Sees Like a State; Deeper Audits
-
Don't Fear the Basis Trade
Unlock Premium to read this post →Plus! Tech Pay; Gundo X and Political Ads; Risk Assets; Hardware Companies
-
The Other Tech Company "Kill Zone"
Unlock Premium to read this post →Plus! Meanwhile in Antitrust; Front-Line Fraud Enforcement; AI and Multi-Modal Communications; Corporate Governance; Investor Nation
-
How Should Higher Education Be Financed?
Become a member to gain access →Plus! Accredited Investors; Gambling on Gambling; Price Discrimination; In Play; Even More Product Convergence; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →Consumption, Europe, COBOL, Second Products, Lego, Value, DuPont Formula, Germany
-
Prologis: Running a Complex Distributed System of Atoms Rather than Bits
Unlock Premium to read this post →Plus! More Convergence; Building a Pod Shop; LLMs and Creativity; Pattern-Matching; Layers of Scams
-
The Long Arc of Corporate Transparency
Unlock Premium to read this post →Plus! Two Kinds of AI Rentiers; Omnichannel; Decline of 18%/20%/25%; Inline AI; Outsourcing by Degrees