Longreads + Open Thread
Stop Losses, Insurance, Google, Napoleon, Genomics, Counterparties, OpenAI, eBoys
All posts
In chronological order
-
Become a member to gain access →
-
Governance and Machiavellian Equilibria
Unlock Premium to read this post →Plus! IP and AVs; Crowding; Lego and Brand Stacks; Cruise Gingerly Reaccelerates; Building on Spec
-
The Cash Flow of Government Funding Agencies
Unlock Premium to read this post →Plus! Chanos; Buybacks, In Bulk;Complements and Credentials; Recruiting; Full-Stack
-
Risk: Too Much, Too Little, the Wrong Kind, or the Wrong Measure?
Become a member to gain access →Plus! OpenAI's Oops D'Etat; Meta; Unit Economics and the Japanese Labor Force; Cruise; Growth and Corruption
-
Longreads + Open Thread
Become a member to gain access →Mirai, Protestants, Postwar, Defaults, Discount Rates, Crowding, The Riff, Romney
-
DraftKings and Legislating from the Boardroom
Unlock Premium to read this post →Plus! Short-Termism; It's Always Eventually Ads (Unless It's Paywalls); Sanctions and Sanctions; Reorgs; Short-Selling Bans
-
Meme Stocks and Pod Shops Reshape the Market
Unlock Premium to read this post →Plus! Chaos; Media Pivots; The Missing 40 Million; Founders; More Amazon Ads
-
Subscriptions, Ads, and Rent
Unlock Premium to read this post →Plus! Small Caps and Like-for-Like Comparisons; Cat Bonds; Energy; 36%; Peak Pod?
-
What Do Proof-of-Work and Proof-of-Stake Really Prove?
Become a member to gain access →Plus! Diff Jobs; Social Network Nuances; The Cost of Dropping Ads; Credit Outlook; Investment Niches; Wages
-
Longreads + Open Thread
Become a member to gain access →Ad Economics, Chavez, Economies, OpenAI, Investing, Advice, Kissinger, Dalio, War
-
Collecting the Gartner Tax
Unlock Premium to read this post →Plus! Financial Stabilizers; Moore's Law for AI; Balance Sheet Flexibility; Shortages and Gluts; The Yuan
-
What's the Matter With Bridgewater?
Unlock Premium to read this post →Plus! A Sign of the Times; Network Effects; AI and Ads; More Black-Boxing; Tree Shortage